Congress Asset Management Company, LLP
Congress Asset Management Company, LLP (CRD# 105161) is a financial advisory firm headquartered in Boston, MA. They manage $12,146,933,847 in 7,032 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management12,147MILLION
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Total Number of Accounts7,032ACCOUNTS
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Average Account Value$1,727,380
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
John Beaver (CRD# 4587495) is an Investment Advisor Representative working at Congress Asset Management Company, LLP in Boston, MA and has 1 year of experience in the finance industry.
E. Elie (CRD# 4345533) is an Investment Advisor Representative working at Congress Asset Management Company, LLP in Boston, MA and has 1 year of experience in the finance industry.
John Fitzgerald (CRD# 2958946) is an Investment Advisor Representative working at Congress Asset Management Company, LLP in Boston, MA and has over 26 years of experience in the finance industry.
Brian Guild (CRD# 5780952) is an Investment Advisor Representative working at Congress Asset Management Company, LLP in Boston, MA and has over 8 years of experience in the finance industry.
Jeffrey Kerrigan (CRD# 2492389) is an Investment Advisor Representative working at Congress Asset Management Company, LLP in Boston, MA and has over 11 years of experience in the finance industry.
Christopher Lagan (CRD# 2497190) is an Investment Advisor Representative working at Congress Asset Management Company, LLP in Boston, MA and has over 29 years of experience in the finance industry.
Daniel Lagan (CRD# 2236297) is an Investment Advisor Representative working at Congress Asset Management Company, LLP in Boston, MA and has over 32 years of experience in the finance industry.
Matthew Lagan (CRD# 4345233) is an Investment Advisor Representative working at Congress Asset Management Company, LLP in Boston, MA and has 1 year of experience in the finance industry.
Amy Noyes (CRD# 2097723) is an Investment Advisor Representative working at Congress Asset Management Company, LLP in Boston, MA and has 1 year of experience in the finance industry.
John O'reilly (CRD# 1694781) is an Investment Advisor Representative working at Congress Asset Management Company, LLP in Boston, MA and has over 36 years of experience in the finance industry.