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Schulman, Robert E. (Great Neck)


Schulman, Robert E. is a large advisory firm based in Great Neck. It manages $55.65 million of regulatory assets for 45 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of New York.

Schulman, Robert E provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Schulman, Robert E: assets under management

The assets under management (AUM) of Schulman, Robert E. is $55.65 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $55.65 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.24 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Schulman, Robert E. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Great Neck

The principal office where Schulman, Robert E. performs its advisory services is located at 18 Pine Tree Drive, Great Neck, NY 11024, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 516-466-5752 or by fax 516-829-3918. The normal business hours are 9:00 a.m to 5:00 p.m. on Monday - Friday.


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