Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
208057963
SEC advisor number
801-67835
FINRA CRD number
142897
AUM ?
$678.59 mm
(as of 28 Feb 24)
Accounts
884
(as of 28 Feb 24)
Employees
5
(2 investment advisory or research)
Address
Shulman DeMeo Asset Management
3000 MARCUS AVENUE
SUITE 3W1
LAKE SUCCESS
NY 11042
3000 MARCUS AVENUE
SUITE 3W1
LAKE SUCCESS
NY 11042
Phone
5167089954
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Apr 24
13F-HR
Quarterly holdings report by institutional manager
11 Jan 24
13F-HR
Quarterly holdings report by institutional manager
19 Oct 23
13F-HR
Quarterly holdings report by institutional manager
26 Jul 23
13F-HR
Quarterly holdings report by institutional manager
14 Apr 23
13F-HR
Quarterly holdings report by institutional manager
23 Jan 23
13F-HR
Quarterly holdings report by institutional manager
18 Oct 22
13F-HR
Quarterly holdings report by institutional manager
21 Jul 22
13F-HR
Quarterly holdings report by institutional manager
27 Apr 22
13F-HR
Quarterly holdings report by institutional manager
27 Jan 22