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Building 2PROGRESSIVE FINANCIAL STRATEGIES LLC

Map pinPROVIDENCE, RI
Phone401-273-1500
NotebookSEC #801-57073
Total AUM
$213.1M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
222 RICHMOND ST
SUITE 304
PROVIDENCE
RI 02903
USA
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
401-273-1500

ReceiptFinancials

Total AUM
$213.1M
Accounts
1,758
Discretionary
$208.3M
Accounts
1,729
Non-Discretionary
$4.8M
Accounts
29

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLHIMAMENHNJRIVAVT

HandshakeAffiliates

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

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