Daniel
Lagan
Congress Asset Management Company, Llp
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About this Advisor
Daniel Lagan is a financial advisor based in Boston, Massachusetts, working with Congress Asset Management Company, Llp. Daniel has previously held a position at Congress Asset Management. Daniel has passed the Series 65 regulatory exam and is registered to provide services in Massachusetts and Texas. Currently, Daniel is part of Congress Asset Management Company, Llp, which operates out of Boston, Massachusetts. The firm has 66 employees and manages assets totaling $12.1 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Congress Asset Management Company, Llp includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Congress Asset Management Company, Llp Brokerage Details
$12,146,933,847
66
7,032
$1,727,380
Investment Advisory Services
- 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 of other advisers
- Educational seminars/workshops
Daniel Lagan Work History
Congress Asset Management
Disclosures
Please visit the SEC profile of Daniel Lagan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Congress Asset Management Company, Llp
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
