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CONGRESS ASSET MANAGEMENT COMPANY, LLP
BOSTON, MA
617-428-4300
SEC #801-23386Total AUM
$14.2B
Employees
79Clients
8,312Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2 SEAPORT LANE
BOSTON
MA 02210-2001
United States
BOSTON
MA 02210-2001
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
617-428-4300
Other Offices
1
Financials
Total AUM
$14.2B
Accounts
8,312Discretionary
$14.2B
Accounts
8,312Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
6,408AUM
$2.4B
HNW Individual Clients
1,611AUM
$4.4B
Investment Company Clients
8AUM
$4.3B
Pooled Vehicle Clients
3AUM
$52.4M
Pension/Profit Sharing Plan Clients
49AUM
$1.3B
Charitable Organization Clients
94AUM
$920.9M
Government Entity Clients
5AUM
$531.6M
Insurance Company Clients
3AUM
$49M
Corporation or Business Clients
131AUM
$224.7M
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementEducationIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.