Account Management, LLC

Account Management, LLC (CRD# 110303) is a financial advisory firm headquartered in Boston, MA. They manage $127,234,042 in 43 accounts and serve the financial needs of clients across 18 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    127
    MILLION
  • Total Number of Accounts
    43
    ACCOUNTS
  • Average Account Value
    $2,958,931
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, CT, DC, FL, GA, HI, MA, MD, ME, MI, NC, NH, NJ, NM, NY, VT, WA

Financial Advisors at Account Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Christopher A. Deroetth
CRD#: 1900358
333 Washington Street, Suite 853, Boston, MA 02108
93
Wealthminder
score

Christopher Deroetth (CRD# 1900358) is an Investment Advisor Representative working at Account Management, LLC in Boston, MA and has over 26 years of experience in the finance industry.

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