Account Management LLC

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Assets, Funds, Holdings

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CAFR Data
Account Management LLC
CRD #110303
SEC #801-3548
CIK #
AUM $112.2 MM (100% Disc, 100% US, 2020-03-29)
Employees2 (50% Investors, 0% Brokers)
Phone617-236-4200
Address333 Washington Street
Boston, MA 02108
Source [IAPD]
Total AUM ($MM)
4253402551708501999200620132021
Sector Issuer Cap ($MM) Value ($MM)
EPD 42,320.0 9.2
CACC 6,410.0 6.7
DHI 20,320.0 6.6
BX 67,180.0 6.5
INTU 73,590.0 5.0
ORLY 29,620.0 4.6
CAE 3,800.0 3.4
MXIM 15,520.0 3.1
JKHY 13,960.0 2.6
GLD 2.0
View All
Holdings by Sector ($)
756045301502014201620182020
Comparable Firms State AUM ($BB)
East Pacific Investment Co Inc
HI 0.1
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AK 0.1
Fingerlakes Wealth Management Inc
NY 0.1
Toner Asset Management Group Inc
VA 0.1
Summit Portfolio Management LLC
NV 0.1
Norton Capital Management Inc
VA 0.1
SICA Wealth Management LLC
NJ 0.1
Wildermuth Asset Management LLC
GA 0.1
CBNY Investment Services Corp
NY 0.1
Tranquilli Financial Advisor LLC
NJ 0.1
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