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Home > Retirement Planners > oregon > lake oswego > PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION
PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION
310 N. State Street
Suite 214
Lake Oswego, Oregon 97034
Tel: 503-224-7828
About PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION
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 $625,560,244 assets under management, offering retirement planning & investment advisory services to 472 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107777 |
| SEC# | 801-32066 |
| Assets Managed by Firm | $625,560,244 |
| No. of Clients | 472 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 472 | $625,560,244 |
| Individuals (other than high net worth individuals) | 32 | $22,156,799 |
| High net worth individuals | 138 | $541,133,620 |
| Pension and profit sharing plans | 3 | $30,141,540 |
| Charitable organizations | 7 | $32,128,285 |
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