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Building 2PROGRESS INVESTMENT MANAGEMENT COMPANY, LLC

Map pinSAN FRANCISCO, CA
Phone415-512-3480
NotebookSEC #801-63324
Total AUM
$5.3B
Employees
18
Clients
19

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
33 NEW MONTGOMERY ST.
SUITE 1900
SAN FRANCISCO
CA 94105
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
415-512-3480

ReceiptFinancials

Total AUM
$5.3B
Accounts
19
Discretionary
$5.3B
Accounts
19
Non-Discretionary
$0
Accounts
0

ContactClients

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Pension/Profit Sharing Plan Clients
5
AUM
$128M
Government Entity Clients
13
AUM
$4.8B
Corporation or Business Clients
1
AUM
$392.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAILNY

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

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