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Building 2STRUCTURED ASSET MANAGEMENT, INC.

Map pinBERWYN, PA
Phone610-648-0700
NotebookSEC #801-121855
Total AUM
$139.7M
Employees
3
Clients
88

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1205 WESTLAKES DRIVE
SUITE 370
BERWYN
PA 19312
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
610-648-0700

ReceiptFinancials

Total AUM
$139.7M
Accounts
88
Discretionary
$134.9M
Accounts
85
Non-Discretionary
$4.8M
Accounts
3

ContactClients

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Individual Clients
34
AUM
$31.4M
HNW Individual Clients
54
AUM
$108.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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