Overview
Assets Under Management: $1.6 billion
Headquarters: BOSTON, MA
High-Net-Worth Clients: 394
Average Client Assets: $3.5 million
Frequently Asked Questions
CONGRESS WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #149446), CONGRESS WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
CONGRESS WEALTH MANAGEMENT LLC is headquartered in BOSTON, MA.
CONGRESS WEALTH MANAGEMENT LLC serves 394 high-net-worth clients according to their SEC filing dated September 19, 2018. View client details ↓
According to their SEC Form ADV, CONGRESS WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
CONGRESS WEALTH MANAGEMENT LLC manages $1.6 billion in client assets according to their SEC filing dated September 19, 2018.
According to their SEC Form ADV, CONGRESS WEALTH MANAGEMENT LLC serves high-net-worth individuals, pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 394
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.20%
Average Client Assets: $3.5 million
Total Client Accounts: 596
Discretionary Accounts: 594
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 149446
Filing ID: 1240717
Last Filing Date: 2018-09-19 09:22:00