Congruent Investment Partners, LLC
Congruent Investment Partners, LLC (CRD# 155803) is a financial advisory firm headquartered in Dallas, TX. They manage $307,137,000 in 4 accounts and serve the financial needs of clients across 0 states (or territories).
Total Assets Under Management307MILLION
Total Number of Accounts4ACCOUNTS
Average Account Value$76,784,250
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)