CONGRESS WEALTH MANAGEMENT LLC

other names
  • CONGRESS WEALTH MANAGEMENT LLC
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Adviser Profile

Registration status Terminated
As of Date 09/11/2020
Adviser Type - Large advisory firm
Number of Employees 27
of those in investment advisory functions 13
AUM* 2,332,212,807
of that, discretionary 2,320,940,879
Private Fund GAV* 0
Avg Account Size 942,689
% High Net Worth 82.25%
SMA’s Yes
Private Funds 0

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

2B 2B 2B 1B 995M 663M 332M
2015 2016 2017 2018 2019 2020
Discretionary
Non-discretionary

Private Funds

Employees