Account Management, LLC
● SEC registered since 1975CRD 110303SEC# 801-3548
Reg. AUM
$106.2M
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 $106.2 million in regulatory assets under management and employs 2 people.
Account Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Account Management Holdings, LLC Control | Member | 50-75% | 2001 |
| Christopher Andrew De Roetth Control | Member And Chief Compliance Officer | 50-75% | 2001 |
| Christopher Andrew De Roetth Control | Member And Chief Compliance Officer | 50-75% | 2001 |
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Join to unlock · $37/moFrequently asked questions
How much does Account Management, LLC manage?
Account Management, LLC reports $106.2 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 hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 769954 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$106.2M▲ 7%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$106.2Mregulatory AUM
Discretionary $106.2M