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Building 2INDEPENDENT PROGRESSIVE ADVISORS, LLC

Map pinPORTLAND, OR
Phone503-536-7351
NotebookSEC #801-129901
Total AUM
$115.2M
Employees
2
Clients
124

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1675 SW MARLOW AVE
SUITE 305
PORTLAND
OR 97225
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
503-536-7351

ReceiptFinancials

Total AUM
$115.2M
Accounts
518
Discretionary
$0
Accounts
0
Non-Discretionary
$115.2M
Accounts
518

ContactClients

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Individual Clients
49
AUM
$76.5M
HNW Individual Clients
74
AUM
$33M
Pension/Profit Sharing Plan Clients
1
AUM
$5.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAORTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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