Congress Park Capital  Llc

Congress Park Capital Llc

Saratoga Springs, New York

Congress Park Capital LLC, based out of Saratoga Springs, NY, is a reputable investment advisory firm with a strong presence in the industry. With over 50 individual clients and a remarkable $240,822,000 in assets under management, they have established themselves as a trusted partner for high net worth individuals seeking expert financial guidance. Operating from a single office, Congress Park Capital LLC offers comprehensive and personalized investment advisory services. Their team of three dedicated professionals collectively provides valuable insights and strategic recommendations to their discerning clientele. Each advisor a...see more

Assets Under Mgmt

$240.82M

Investment Professionals

3

Locations

0

% 401K & Individual

3%

% Discretionary

100%

Compensation Structure

  • A percentage of assets under your management
  • Fixed Fees

Services Provided Section

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

Reviews for Congress Park Capital Llc

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