Congress Wealth Management LLC


Assets, Funds, Holdings

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Congress Wealth Management LLC
CRD #149446
SEC #801-69988
AUM $1.8 BB (99% Disc, 100% US)
Employees22 (55% Investors, 0% Brokers)
Address155 Seaport Blvd
Boston, MA 02210
Source [IAPD] [Website] [Twitter]
Total AUM ($MM)
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
Vista Wealth Management Group LLC
CA 1.8
Klingman and Associates LLC
NY 1.8
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