Account Management, LLC
Account Management, LLC (CRD# 110303) is a financial advisory firm headquartered in , . They manage $98,523,159 in 29 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Account Management, LLC
By the Numbers
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Total Assets Under Management99MILLION
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Total Number of Accounts29ACCOUNTS
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Average Account Value$3,397,350
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, WA
Financial Advisors at Account Management, LLC
1
Christopher De Roetth (CRD# 1900358) is an Investment Advisor Representative working at Account Management, LLC in Boxford, MA and has over 32 years of experience in the finance industry.
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