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ACCOUNT MANAGEMENT, LLC
ACCOUNT MANAGEMENT, LLC (CRD# 110303) is an SEC-Registered Investment Advisor (RIA), headquartered in Boston, MA. The SEC approved the firm to operate as an RIA in Aug 1975. In Mar 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $146.6 Million, and has discretion over 100% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 1% .  
 
ACCOUNT MANAGEMENT, LLC also reported in Mar 2018:
  • 4 employees, with 2 performing advisory functions.
  • One office location.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
ACCOUNT MANAGEMENT, LLC has no disclosure events reported to the SEC at this time.
 

View ACCOUNT MANAGEMENT, LLC's most recent Form ADV filing
 


ACCOUNT MANAGEMENT, LLC has Notice Filings with the following State Securities Authorities: CA-Apr 2002, CO-Mar 2007, CT-Mar 2013, DC-Mar 2009, FL-Apr 2006 , GA-Mar 2010, HI-Sep 2007, MA-Nov 2002, MD-Mar 2014, ME-Mar 2010 , MI-Mar 2010, NC-Mar 2010, NH-Mar 2017, NJ-Apr 2016, NM-Mar 2013 , NY-Nov 2002, VT-Jun 1995, WA-Mar 2007

Disclaimer:  The information presented above was gleaned from the SEC website and is believed to be accurate.  FindingFraud.org is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel Free to contact FindingFraud.org with questions or concerns.