CONGRESS ASSET MANAGEMENT COMPANY, LLP

2 Seaport Lane
Boston, Massachusetts 02210-2001
Tel: 800-542-7888

About CONGRESS ASSET MANAGEMENT COMPANY, LLP

CONGRESS ASSET MANAGEMENT COMPANY, LLP, formally registered with the SEC as CONGRESS ASSET MANAGEMENT COMPANY, LLP. The firm was established in 01/31/1985. They have over 1 offices throughout the country.

CONGRESS ASSET MANAGEMENT COMPANY, LLP is a Boston, Massachusetts based Financial Planning firm with nearly $12,146,933,847 assets under management, offering retirement planning & investment advisory services to 7032 clients. The firm is staffed with 66 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105161
SEC#	801-23386
Assets Managed by Firm	$12,146,933,847
No. of Clients	7032
No. of Advisors	66

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	7032	$12,146,933,847
Individuals (other than high net worth individuals)	5193	$1,959,861,441
High net worth individuals	1510	$3,755,696,911
Pension and profit sharing plans	55	$1,215,205,117
Charitable organizations	121	$821,397,241
Corporations or other businesses	122	$208,390,905

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