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PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION

310 N. State Street
Suite 214
Lake Oswego, Oregon 97034
Tel: 503-224-7828

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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 $506,785,910 assets under management, offering retirement planning & investment advisory services to 459 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#107777
SEC#801-32066
Assets Managed by Firm$506,785,910
No. of Clients459
No. of Advisors6

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Portfolio Management for Individuals

Firm Client Information

No. of ClientsAUM
Firm Total459$506,785,910
Individuals (other than high net worth individuals)39$25,546,311
High net worth individuals139$435,849,496
Pension and profit sharing plans3$24,279,404
Charitable organizations6$21,110,699

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