RIA Intel›Advisers›ACCOUNT MANAGEMENT, LLC

ACCOUNT MANAGEMENT, LLC

Advisory

N·

Data as of Feb 27, 2026 · Source: SEC Form ADV

Total AUM
$106M
1-Year AUM Growth
+1.0%
3-Year CAGR
-8.2%
Employees
1
Assets Under Management
Total AUM$106M
Discretionary AUM$106M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients21
Team
Total Employees1
Investment Advisers2
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record43
First FilingFeb 8, 2001
Latest FilingFeb 27, 2026
🔒 Full AUM trend chart and 43 historical filings spanning 25+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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