CONGRESS WEALTH MANAGEMENT LLC

CONGRESS WEALTH MANAGEMENT LLC of BOSTON, MA is an SEC-registered investment adviser (CRD 149446). Regulatory assets under management: $2.3B.

Registration

Officers, owners & control persons (15)

NameRoleLocation
BARRETT MICHAEL JAMESCHIEF INVESTMENT OFFICER—
LAGAN ALFRED ALPHONSUSINDIRECT OWNER; MEMBER; TRUSTEE—
LAGAN DANIEL ANTHONYMEMBER—
LAGAN CHRISTOHER MICHAELMEMBER—
LAGAN MATTHEW TERENCEMEMBER—
ANDERSEN DANIEL CHRISTIANCHIEF INVESTMENT OFFICER; MEMBER—
LONERGAN PAUL ANDREWMEMBER; MEMBER AND PRESIDENT; MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER (+1 more)—
HOGAN JOHN RICHARDMEMBER OF MANAGMENT COMMITTEE—
ZANNONI KENNETH RICHARDMANAGING PARTNER; MEMBER; SVP—
VILLIOTTE RICHARD JAMESCHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER; DIRECTOR OF MARKETING (+1 more)—
GATES JENNIFER RICESENIOR FINANCIAL ADVISOR; SVP—
GATES JENNIFER RSVP—
WOFFORD FRED HUGHCHIEF COMPLIANCE OFFICER—
Cavalier CandaceCHIEF COMPLIANCE OFFICER—
GALVIN MICHAEL WILLIAMMEMBER; PARTNER—

Private funds (1)

FundTypeFormedOwnersGross asset valueMin investment
CONGRESS WEALTH MANAGEMENT ENHANCED YIELD LPOther Private Fund—75$86.7M$100K

Fund service providers (1)

More on this firm