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| I'm in the process of updating the data!! apologies for any slow speeds! |
| Account Management LLC
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|---|---|
| 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) |
|---|
| CIK | Period |
|---|---|
| 0000769954 | |
| / | |
| Sector | Form 13F Holdings | Value ($BB) | |
|---|---|---|---|
| Blackstone Group LP | 0.0 | ||
| Enterprise Products Partners L P | 0.0 | ||
| ASML Holding NV | 0.0 | ||
| Intuit Inc | 0.0 | ||
| O Reilly Automotive Inc | 0.0 | ||
| FPL Group Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| American Tower Corp /MA/ | 0.0 | ||
| Metropcs Communications Inc | 0.0 | ||
| Fortinet Inc | 0.0 | ||
| Intuitive Surgical Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Adobe Systems Inc | 0.0 | ||
| Analog Devices Inc | 0.0 | ||
| SPDR Gold Trust | 0.0 | ||
| Zoetis Inc | 0.0 | ||
| Roper Industries Inc | 0.0 | ||
| Sprott Physical Gold Trust | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Boeing Co | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| PJT Partners Inc | 0.0 | ||
| Salesforce Com Inc | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($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 - 2025 |
|---|---|---|
| 13F-HR | [0000769954] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
VCP Financial LLC
✚
|
NY | 0.1 |
|
Compass Retirement Group LLC
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MO | 0.1 |
|
RASP Wealth Solutions LLC
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IN | 0.1 |
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Tax Efficient Asset Management Solution Inc
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CA | 0.1 |
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Jemma Investment Advisors LLC
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MD | 0.1 |
|
Revolution Partners LLC
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TN | 0.1 |
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M & A Consulting Group LLC
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TX | 0.1 |
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KRD Wealth Management LLC
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|
IL | 0.1 |
|
Investor's Advantage LLC
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|
TX | 0.1 |
|
AUA Private Wealth Advisors LLC
✚
|
PA | 0.1 |