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Building 2PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION

Map pinLAKE OSWEGO, OR
Phone503-224-7828
NotebookSEC #801-32066
Total AUM
$758.3M
Employees
8
Clients
176

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
310 N. STATE STREET
SUITE 214
LAKE OSWEGO
OR 97034
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
503-224-7828
Other Offices
1

ReceiptFinancials

Total AUM
$758.3M
Accounts
473
Discretionary
$758.3M
Accounts
473
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
26
AUM
$18M
HNW Individual Clients
141
AUM
$664.9M
Pension/Profit Sharing Plan Clients
2
AUM
$36.3M
Charitable Organization Clients
7
AUM
$39.2M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges 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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