Congress Asset Management Company, LLP

RIASEC Registered

Total AUM

$14.2B

Discretionary

$14.2B

100% of AUM

Avg account

$1.7M

Accounts

8,312

Employees

Advisory reps

Firm details

Headquarters: Boston, Massachusetts
CRD number: 105161
Registered since: January 31, 1985
Website: www.congressasset.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI30.99%
Investment Companies30.08%
Individuals17.02%
Pension & Profit Sharing Plans9.39%
Charitable Organizations6.49%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Congress Asset Management Company, LLP is an institutional RIA that has been SEC-registered since 1985. The firm serves both individuals/families and institutional clients, operating as a capital allocator that selects and supervises outside managers in addition to running discretionary portfolios. Its advisory services span separate account portfolio management for individuals, businesses and pooled investment vehicles, management for investment companies, and educational workshops. The firm also operates as a registered representative of a broker‑dealer. Fee arrangements include percentage-of-AUM and fixed-fee structures. Congress Asset Management identifies as an active ESG investor and integrates that orientation into its investment program.