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Congress Wealth Management LLC

Legal Name: CONGRESS WEALTH MANAGEMENT LLC

250 NORTHERN AVENUE, SUITE 310, BOSTON, MA

Full Contact Details

Congress Wealth Management LLC

250 NORTHERN AVENUE, SUITE 310, BOSTON, MA

(617) 428-7600

(617) 428-7699


Other Info

Congress Wealth Management LLC is legally known as CONGRESS WEALTH MANAGEMENT LLC. It is a MA Limited Liability Company. This firm has 22 employees, of which 12 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Mar 5, 2009.

Congress Wealth Management, Boston MA
Congress Wealth Management, Boston MA

Congress Wealth Management is a Boston-based, SEC-registered independent investment management firm, developing innovative wealth solutions for high-net-worth individuals, families, foundations and endowments.


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