RIA Intelligence

CONGRESS WEALTH MANAGEMENT LLC

CRD #149446 SEC #801-69988 BOSTON, MA (617) 428-7600
SEC Registered Private Funds Disclosures
Total AUM
$2.3B
Discretionary
$2.3B
Employees
28
Clients
--
Accounts
2,484

No fee data available. Fee information is extracted from Part 2 brochures.