CONGRESS ASSET MANAGEMENT COMPANY, LLP

BOSTON, Massachusetts·5 registered advisors·CRD# 105161
SEC# 801-233860800-542-7888
01

Firm Overview

AUM
$12.1B
Regulatory assets under management
Employees
66
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment ManagementRetirement PlanningWealth Management
04

Advisors at CONGRESS ASSET MANAGEMENT COMPANY, LLP

5 registered advisors
Christopher Michael Lagan
BOSTON, Massachusetts
Daniel Anthony Lagan
BOSTON, Massachusetts
Lawrence Asa Ward
BOSTON, Massachusetts
Matthew Terence Lagan
BOSTON, Massachusetts
Michelle Renee Schroeder
BOSTON, Massachusetts
05

Office Locations

BOSTON, Massachusetts
5 advisors

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Data sourced from SEC Form ADV filings. CONGRESS ASSET MANAGEMENT COMPANY, LLP (CRD# 105161) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.