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PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION
CRD 107777 · SEC 801-32066
310 N. STATE STREET, SUITE 214, LAKE OSWEGO, OR, 97034, United States
Phone
503-224-7828
Fax
503-224-5633
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$758.3M
Discretionary AUM
$758.3M
Team
8 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-20
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 26 | $18.0M |
| High net worth individuals | 141 | $664.9M |
| Pension/profit sharing plans | 2 | $36.3M |
| Charitable organizations | 7 | $39.2M |
States served
CA, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD