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Building 2ACCOUNT MANAGEMENT, LLC

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Phone(617) 236-4200
NotebookSEC #801-3548
Total AUM
$106.2M
Employees
2
Clients
20

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(617) 236-4200
Other Offices
1

ReceiptFinancials

Total AUM
$106.2M
Accounts
25
Discretionary
$106.2M
Accounts
25
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$1.6M
HNW Individual Clients
17
AUM
$78.8M
Charitable Organization Clients
1
AUM
$19.8M
Corporation or Business Clients
1
AUM
$6M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Cause of Denial/SuspensionOther Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
MAWA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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