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ACCOUNT MANAGEMENT, LLC
ACCOUNT MANAGEMENT, LLC
3 registered advisors
·
CRD# 110303
SEC# 801-3548
1
(617) 236-4200
01
Firm Overview
AUM
$99M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at ACCOUNT MANAGEMENT, LLC
3 registered advisors
Christopher Andrew Deroetth
BOSTON, Massachusetts
CRD# 1900358
Elisabeth Abbe
BOSTON, Massachusetts
CRD# 4394061
Peter Deroetth
BOSTON, Massachusetts
CRD# 4351952
05
Office Locations
BOSTON, Massachusetts
3 advisors
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Data sourced from SEC Form ADV filings. ACCOUNT MANAGEMENT, LLC (CRD# 110303) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.