310 N. State Street
Suite 214
Lake Oswego, Oregon 97034
Tel: 503-224-7828
PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION, formally registered with the SEC as PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION. The firm was established in 02/28/1988. They have over 3 offices throughout the country.
PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION is a Lake Oswego, Oregon based Financial Planning firm with nearly $506,785,910 assets under management, offering retirement planning & investment advisory services to 459 clients. The firm is staffed with 6 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 107777 |
SEC# | 801-32066 |
Assets Managed by Firm | $506,785,910 |
No. of Clients | 459 |
No. of Advisors | 6 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 459 | $506,785,910 |
Individuals (other than high net worth individuals) | 39 | $25,546,311 |
High net worth individuals | 139 | $435,849,496 |
Pension and profit sharing plans | 3 | $24,279,404 |
Charitable organizations | 6 | $21,110,699 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$16,725,387,863 | 63 | 8 | |
$16,214,303,154 | 116850 | 82 | |
$13,067,305,312 | 425 | 37 | |
$7,145,593,038 | 3808 | 55 | |
$5,476,500,419 | 995 | 17 |
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