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Building 2CONGRESS PARK CAPITAL LLC

Map pinSARATOGA SPRINGS, NY
Phone(518) 339-4335
NotebookSEC #801-70181
Total AUM
$422.3M
Employees
4
Clients
146

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
57 PHILA STREET
SARATOGA SPRINGS
NY 12866
United States
Operating Hours
9AM TO 5 PM (EST)
Monday - Friday
Phone
(518) 339-4335

ReceiptFinancials

Total AUM
$422.3M
Accounts
453
Discretionary
$422.3M
Accounts
453
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
83
AUM
$20.9M
HNW Individual Clients
62
AUM
$382.9M
Pension/Profit Sharing Plan Clients
1
AUM
$18.5M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLMANCNHNYPAWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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