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Account Management, LLC

● SEC registered since 1975CRD 110303SEC# 801-3548
Export (members)
Reg. AUM
$99.5M
Employees
2
Accounts
25
Location

Account Management, LLC assets under management

Account Management, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 1975. It reports $99.5 million in regulatory assets under management and employs 2 people.

Account Management, LLC owners & executives

4 reported
NameTitleOwnershipSince
Account Management Holdings, LLC ControlMember50-75%2001
Christopher Andrew De Roetth ControlMember And Chief Compliance Officer50-75%2001
Christopher Andrew De Roetth ControlMember And Chief Compliance Officer50-75%2001
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Frequently asked questions

How much does Account Management, LLC manage?

Account Management, LLC reports $99.5 million in regulatory assets under management on its Form ADV.

How many employees does Account Management, LLC have?

Account Management, LLC reports 2 employees.

Does Account Management, LLC disclose fund performance?

Account Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone(617) 236-4200
Office hours8:00 a.m. - 5:00 p.m.
SEC regionBoston Regional Office (BRO)
CIK769954
Discloses disciplinary historyYes

Assets under management

Discretionary$99.5M
Non-discretionary$0
Total (RAUM)$99.5M