Structured Asset Management, Inc.
Structured Asset Management, Inc. (CRD# 129796) is a financial advisory firm headquartered in Berwyn, PA. They manage $91,307,000 in 229 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management91MILLION
Total Number of Accounts229ACCOUNTS
Average Account Value$398,721
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
William Suplee (CRD# 4744206), an Investment Advisor Representative, is founder and president of Structured Asset Management, Inc. in Berwyn, PA. He provides comprehensive financial planning and investment management services to clients in the western main line and greater Philadelphia area. He has over 35 years of experience in investments and financial planning.
Thomas Walker (CRD# 5776303) is an Investment Advisor Representative working at Structured Asset Management, Inc. in Malvern, PA and has 1 year of experience in the finance industry. Thomas Walker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.