Congress Wealth Management LLC

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Assets, Funds, Holdings

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CAFR Data
Congress Wealth Management LLC
CRD #149446
SEC #801-69988
CIK #
AUM $1.8 BB (99% Disc, 100% US)
Employees22 (55% Investors, 0% Brokers)
Phone617-428-7600
Address155 Seaport Blvd
Boston, MA 02210
Source [IAPD] [Website] [Twitter]
Total AUM ($MM)
17951436107771835902007201120152020
Type Private Fund Form D Sold ($MM) AUM ($MM)
Other Congress Wealth Management Enhanced Yield LP 67.6
View All
Comparable Firms State AUM ($BB)
Investment Counselors of Maryland LLC
MD 1.8
Redwood Investments LLC
MA 1.8
JNB Advisors LLC
NY 1.8
LVW Advisors LLC
NY 1.8
Valor Advisors LLC
FL 1.8
Miles Capital Inc
IA 1.8
OBS Financial Services Inc
OH 1.8
HSBC Asset Management Singapore Limited
1.8
Vista Wealth Management Group LLC
CA 1.8
Klingman and Associates LLC
NY 1.8
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