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 SEC-registered investment adviser formed as a limited liability company and operating since 1975. The firm serves individual and family clients on a fee-for-assets basis and provides discretionary portfolio management both for individuals/small businesses and for business or institutional clients. It does not identify as an ESG-focused manager, is not registered as a multi-state adviser, and is not structured as a capital allocator — its model centers on direct portfolio management rather than running third-party funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
$2.6M in ETFs
100%
$2.6M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $2.6M | 6,025 | 100.00% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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