Congress Wealth Management LLC
Connecticut
Registered In
10/08/2019
Incorp. Date
Foreign
Registration Type
Massachusetts
Foreign Jurisdiction
Company Summary
Congress Wealth Management LLC at 155 Seaport Blvd FL 3rd, Boston, Ma 02210 lists Paul Lonergan of Westport, CT as the associate.
Overview
Registered In
Connecticut
Incorporation Date
Company Type
Llc
Status
Withdrawn
Registration Type
Foreign
Foreign Jurisdiction
Massachusetts
Search Other Resources
People
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Secretary Of State
Registered Agent
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PO BOX 150470, HARTFORD, CT 06115
(View Past Addresses)
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Paul Lonergan
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8 WRIGHT ST, WESTPORT, CT 06880
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Map & Locations
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155 SEAPORT BLVD FL 3RD, BOSTON, MA 02210
View Map
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250 NORTHERN AVE STE 310, BOSTON, MA 02210
View Map
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250 NORTHERN AVE, BOSTON, MA 02210
(Mailing)
View Map
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Financials
Financial Information for Congress Wealth Management LLC
Form 5500
CONGRESS WEALTH MANAGEMENT, LLC
155 Seaport Blvd, Third Floor, Boston, Ma 02210 (617) 428-7600 EIN:26-4296224 Plan Admin:Richard Villiotte| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameCONGRESS WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY79 / 85 Assets BOY/EOY$12,208,038 / $9,464,731 | 2022 | CONGRESS WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 | 79 / 85 | $12,208,038 / $9,464,731 |
| 2020 | Plan NameCONGRESS WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY30 / 33 Assets BOY/EOY$3,119,633 / $4,578,385 | 2020 | CONGRESS WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 | 30 / 33 | $3,119,633 / $4,578,385 |
| 2019 | Plan NameCONGRESS WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY31 / 30 Assets BOY/EOY$1,924,980 / $3,119,633 | 2019 | CONGRESS WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 | 31 / 30 | $1,924,980 / $3,119,633 |
Benefit & Retirement Plans based on Form 5500.
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Sources
The following government agencies have contributed data:
• Connecticut's Official State Website • U.S. Department of Labor
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