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
By the Numbers
  • Total Assets Under Management
    99
    MILLION
  • Total Number of Accounts
    29
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

MA, WA

Financial Advisors at Account Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Christopher A. De Roetth
CRD#: 1900358
Boxford, MA

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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