Account Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 110303
- Registered since
- August 15, 1975
- Custodians
- UBS FINANCIAL SERVICES INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI74.14%
- Charitable Organizations18.64%
- Corporations / Businesses5.68%
- Individuals1.53%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Account Management, LLC is an independent registered investment adviser organized as an LLC and on the SEC register since 1975. The firm provides fee-based portfolio management primarily to individual and family clients but also manages portfolios for small businesses and institutional/business clients. Compensation follows a percentage-of-assets model. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not structured as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities87%
- Cash & Cash Equivalents12%
- State & Local Bonds1%
Contacts
1 of 1Christopher De Roetth
PrincipalCRD 1900358
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$2.2M in ETFs
100%
$2.2M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $2.2M | 6,025 | 100.00% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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