Keith Robert Gontarz
Investment adviser representative at Congress Asset Management Company, LLP
16 yearsExperience
1 stateRegistered in
CFADesignation
$14.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- Congress Asset Management Company, LLPApr 2017 to now
- Gw&k Investment ManagementMay 2010 to Nov 2017
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (MA).
Congress Asset Management Company, LLP
$14.2BAssets managed
8,312Clients
16Advisers
41 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5668558
- Firm CRD
- 105161