Account Management, LLC
Account Management, LLC is an SEC-registered ria with $106.2M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Account Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 110303, SEC 801-3548, data through 2026-02-27.
- AUM (assets under management / regulatory AUM)
- $106.2M (2026-02-27)
- Firm type
- Ria
- Employees
- 2
- Clients
- 17
- CRD
- 110303
- Ownership
- ALBRIGHT, RICHARD, CHARLES; BURDETTE, LOUISA; ABBE, ELISABETH; DEROETTH, PETER; DEROETTH, CHRISTOPHER, ANDREW
How much AUM does Account Management, LLC have?
Account Management, LLC reported $106.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-27).
Who owns Account Management, LLC?
Disclosed owners and executives of Account Management, LLC include ALBRIGHT, RICHARD, CHARLES, BURDETTE, LOUISA, ABBE, ELISABETH, DEROETTH, PETER, DEROETTH, CHRISTOPHER, ANDREW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.