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CONGRESS ASSET MANAGEMENT COMPANY, LLP

BOSTON, MA · CRD 105161 · IAPD ↗ · 617-428-4300

$14.20BRegulatory AUM
28Advisory reps
79Employees
25Clients
n/aPlanning clients
0Private funds
51States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2025 — CONGRESS ASSET MANAGEMENT COMPANY, LLP added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.