Progress Alliance Investment Services

Progress Alliance Investment Services (CRD# 122687) is a financial advisory firm headquartered in , . They manage $2,097,614 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

By the Numbers

Total Assets Under Management

2

MILLION
Total Number of Accounts

6

ACCOUNTS
Average Account Value

$349,602

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Pension consulting services
Educational seminars/workshops
Other

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Progress Alliance Investment Services

Showing 1 - 2 of 2 top financial advisors.

Jerry L. Gruber

CRD#: 1195389

68 Inverness Lane East #104, Englewood, CO 80112

Jerry Gruber (CRD# 1195389) is an Investment Advisor Representative working at Progress Alliance Investment Services in Englewood, CO and has over 31 years of experience in the finance industry.

Jay A. Lerman

CRD#: 4618014

Indianapolis, IN

Jay Lerman (CRD# 4618014) is an Investment Advisor Representative working at Progress Alliance Investment Services in Indianapolis, IN and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

Request Proposals