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ACCOUNT MANAGEMENT, LLC
CRD 110303File 801-3548
APPROVED
Retail clients
Disclosure events
Filing as of Feb 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$106.2M
Bottom 25% of cohort (national)
Discretionary AUM
$106.2M
Clients
17
25 accounts
Employees
2
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Aug 15, 1975
- Principal office
- Not reported
- Phone
- (617) 236-4200
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $106.2M
- Discretionary AUM
- $106.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 25
- Non-discretionary accounts
- 0
- Total accounts
- 25
- AUM per client
- $6.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $6.0M |
| Charitable organizations | Fewer than 5 | $19.8M |
| High net worth individuals | 17 | $78.8M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $1.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11C5
- Q11D1
- Q11D2
- Q11D3
- Q11D4
- Q11D5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.