Progress Alliance Investment Services
Progress Alliance Investment Services (CRD# 122687) is a financial advisory firm headquartered in , . They manage $2,200,000 in 6 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts6ACCOUNTS
Average Account Value$366,667
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Jay Lerman (CRD# 4618014) is an Investment Advisor Representative working at Progress Alliance Investment Services in Indianapolis, IN and has over 15 years of experience in the finance industry.