CONGRESS PARK CAPITAL LLC

57 Phila Street
Saratoga Springs, New York 12866
Tel: (518) 339-4335

About CONGRESS PARK CAPITAL LLC

CONGRESS PARK CAPITAL LLC, formally registered with the SEC as CONGRESS PARK CAPITAL LLC. The firm was established in 05/06/2009. They have over 1 offices throughout the country.

CONGRESS PARK CAPITAL LLC is a Saratoga Springs, New York based Financial Planning firm with nearly $366,480,628 assets under management, offering retirement planning & investment advisory services to 392 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	150309
SEC#	801-70181
Assets Managed by Firm	$366,480,628
No. of Clients	392
No. of Advisors	4

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	392	$366,480,628
Individuals (other than high net worth individuals)	82	$19,103,209
High net worth individuals	53	$329,209,436
Pension and profit sharing plans	Fewer than 5 clients	$18,167,983

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BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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