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ACCOUNT MANAGEMENT, LLC
CRD 110303 · SEC 801-3548
MA, United States
Phone
(617) 236-4200
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$106.2M
Discretionary AUM
$106.2M
Team
2 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 17 | $78.8M |
States served
MA, WA
Official SEC filing: View on IAPD