Civic Intelligence
Contractor

Congress Wealth Management LLC

1 customers • 3 returns • Latest tax year 2024 • Boston, MA

Investment Advising

Customers

1

Returns

3

Total Compensation

$325,662

Customers

OrganizationEINReturnsLatest YearServicesCompensation
Charlesview Inc23-709910232024Investment Advising$325,662

Returns

Tax YearOrganizationTypeServicesLocationCompensationReturn
2024Charlesview Inc990Investment Advising155 SEAPORT BOULEVARD 3RD FL, Boston, MA 02210-2698$110,203View return
2023Charlesview Inc990Investment Advising155 SEAPORT BOULEVARD 3RD FL, Boston, MA 02210-2698$109,475View return
2022Charlesview Inc990Investment Advising155 SEAPORT BOULEVARD 3RD FL, Boston, MA 02210-2698$105,984View return