|
⚲
|
| Account Management LLC
✚
| |
|---|---|
| CRD # | 110303 |
| SEC # | 801-3548 |
| CIK # | 0000769954 |
| AUM | $98.5 MM (2024-08-22) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 617-236-4200 |
| Address | 24 Meeting Place Circle Boxford, MA 01921 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| BX | 69.1 | 0.0 | |
| EPD | 54.0 | 0.0 | |
| ASML | 197.4 | 0.0 | |
| INTU | 109.0 | 0.0 | |
| ORLY | 41.4 | 0.0 | |
| NEE | 150.2 | 0.0 | |
| JPM | 340.2 | 0.0 | |
| AMT | 117.7 | 0.0 | |
| TMUS | 166.8 | 0.0 | |
| FTNT | 45.2 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 1.7 |
| (b) Individuals (high net worth individuals) | 20 | 72.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 19.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 5.3 |
| (n) Other | 0 | 0.0 |
| Total | 29 | 98.5 |
| By Discretionary | ||
| Discretionary | 29 | 98.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 29 | 98.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 98.5 | |
| Total | 29 | 98.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000769954] |
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|---|---|---|
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VCP Financial LLC
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|
NY | 0.1 |
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Compass Retirement Group LLC
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AUA Private Wealth Advisors LLC
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PA | 0.1 |