Congress Wealth Management LLC

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

Congress Wealth Management LLC ✚
CRD #	149446
SEC #	801-69988
CIK #
AUM
Employees	27 (48% Investors, 0% Brokers)
Phone	617-428-7600
Address	155 Seaport Blvd Boston, MA 02210
Source	[IAPD] [Website] [Twitter] [LinkedIn]

Total AUM ($B) Copy

AUM Breakdown	Accounts	AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals)	122	0.1
(b) Individuals (high net worth individuals)	570	2.1
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	1	0.1
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	10	0.0
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	0.0
(n) Other	0	0.0
Total	2,484	2.3
By Discretionary
Discretionary	2,474	2.3
Non-Discretionary	10	0.0
Total	2,484	2.3
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		2.3
Total	2,484	2.3

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