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).

Current Firm Details
2 Seaport Lane, Boston, MA 02210
https://www.linkedin.com/company/congress-asset-management
By the Numbers
  • Total Assets Under Management
    12,147
    MILLION
  • Total Number of Accounts
    7,032
    ACCOUNTS
  • Average Account Value
    $1,727,380
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Congress Asset Management Company, LLP
Showing 11 - 15 of 15 top financial advisors.
11
Gregg Okeefe, financial advisor Boston MA
Gregg A. Okeefe
CRD#: 2276823
2 Seaport Lane, 5th Floor, Boston, MA 02210

Gregg Okeefe (CRD# 2276823) is an Investment Advisor Representative working at Congress Asset Management Company, LLP in Boston, MA and has over 31 years of experience in the finance industry.

12
Jeffrey Porter, financial advisor Boston MA
Jeffrey R. Porter
CRD#: 5096700
2 Seaport Lane, 5th Floor, Boston, MA 02210

Jeffrey Porter (CRD# 5096700) 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.

13
Todd Soloman, financial advisor Boston MA
Todd W. Soloman
CRD#: 2272877
2 Seaport Lane, 5th Floor, Boston, MA 02210

Todd Soloman (CRD# 2272877) 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.

14
Noel Blair, financial advisor Boston MA
Noel B. Blair
CRD#: 5091619
2 Seaport Lane, Boston, MA 02210

Noel Blair (CRD# 5091619) 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.

15
Keith Gontarz, financial advisor Boston MA
Keith R. Gontarz
CRD#: 5668558
2 Seaport Lane, Boston, MA 02210

Keith Gontarz (CRD# 5668558) is an Investment Advisor Representative working at Congress Asset Management Company, LLP in Boston, MA and has over 14 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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