Structural Management LLC is an adviser based in Woodside. It manages $10.2 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2019.
Structural Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Structural Management LLC is $10.2 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Structural Management LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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.
The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Structural Management LLC performs its advisory services is located at 329 A Albion Ave, Woodside, CA 94062 3677 The mailing address of the firm is 329 A Albion Avenue, Woodside, CA 94062 3677. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 650-206-9265. The normal business hours are 8:30am - 5:00 pm on Monday - Friday.