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Congress Wealth Management
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Summary
location iconBoston, Massachusetts
company sizeCompany size: 51-200
aumAUM: $5B - $10B

Congress Wealth Management, LLC is an independent, SEC-registered investment adviser based in Boston, Massachusetts founded in 2009. Congress Wealth Management, LLC offers investment management services, retirement plan consulting services, wealth management services, and family office services for clients including individuals and families, trusts, estates, charitable organizations, retirement plans, and corporations and other businesses.

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