Be advised. This firm is no longer registered.

Congress Capital Partners, LLP

Congress Capital Partners, LLP (CRD# 170030) is a financial advisory firm headquartered in Boston, MA. They manage $65,862,123 in 161 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    66
    MILLION
  • Total Number of Accounts
    161
    ACCOUNTS
  • Average Account Value
    $409,082
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

HI, MA

Financial Advisors at Congress Capital Partners, LLP
No Advisor Found.
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