Claim Profile
EA

Elisabeth Abbe

ACCOUNT MANAGEMENT, LLC·BOSTON, Massachusetts
Unclaimed Profile
333 WASHINGTON STREET, BOSTON, MA 02108CRD# 4394061Firm CRD# 110303
01

About

Elisabeth Abbe is a registered financial advisor based in BOSTON, Massachusetts, affiliated with ACCOUNT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
ACCOUNT MANAGEMENT, LLC
ACCOUNT MANAGEMENT, LLC
AUM
$99M
Regulatory assets under management
Employees
2
Total firm employees
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4394061
Firm CRD# 110303
8 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BOSTON?

Browse all registered financial advisors in BOSTON, Massachusetts or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Elisabeth Abbe offer?
Elisabeth Abbe specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BOSTON, Massachusetts for a consultation.
What are Elisabeth Abbe's credentials?
Elisabeth Abbe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Elisabeth Abbe located?
Elisabeth Abbe is based in BOSTON, Massachusetts, working with ACCOUNT MANAGEMENT, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Elisabeth Abbe charge for services?
Elisabeth Abbe's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ACCOUNT MANAGEMENT, LLC?
ACCOUNT MANAGEMENT, LLC has approximately 2 employees and manages $99M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty