Congress Park Capital LLC

Congress Park Capital LLC (CRD# 150309) is a financial advisory firm headquartered in Saratoga Springs, NY. They manage $295,989,793 in 362 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
57 Phila Street, Saratoga Springs, NY 12866
http://www.congressparkcapital.com/
By the Numbers
  • Total Assets Under Management
    296
    MILLION
  • Total Number of Accounts
    362
    ACCOUNTS
  • Average Account Value
    $817,651
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, MA, NH, NY, WA

Financial Advisors at Congress Park Capital LLC
Showing 1 - 3 of 3 top financial advisors.
1
Eric Brodwin, financial advisor Saratoga Springs NY
Eric Brodwin
CRD#: 4595310
Saratoga Springs, NY

Eric Brodwin (CRD# 4595310) is an Investment Advisor Representative working at Congress Park Capital LLC in Saratoga Springs, NY and has over 21 years of experience in the finance industry.

2
Michael Los, financial advisor Saratoga Springs NY
Michael Los
CRD#: 6458985
57 Phila Street, Saratoga Springs, NY 12866

Michael Los (CRD# 6458985) is an Investment Advisor Representative working at Congress Park Capital LLC in Saratoga Springs, NY and has over 7 years of experience in the finance industry.

3
Michael Steiner, financial advisor Saratoga Springs NY
Michael J. Steiner
CRD#: 4922988
57 Phila Street, Saratoga Springs, NY 12866

Michael Steiner (CRD# 4922988) is an Investment Advisor Representative working at Congress Park Capital LLC in Saratoga Springs, NY and has over 18 years of experience in the finance industry.

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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