Progressive Investment Management Corporation

Progressive Investment Management Corporation (CRD# 107777) is a financial advisory firm headquartered in Portland, OR. They manage $339,207,803 in 177 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    339
    MILLION
  • Total Number of Accounts
    177
    ACCOUNTS
  • Average Account Value
    $1,916,428
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, OR, TX, WA

Financial Advisors at Progressive Investment Management Corporation
Showing 1 - 3 of 3 top financial advisors.
1
Robert M. Baird
CRD#: 1368406
5100 Sw Macadam Avenue, Suite 160, Portland, OR 97239
93
Wealthminder
score

Robert Baird (CRD# 1368406) is an Investment Advisor Representative working at Progressive Investment Management Corporation in Portland, OR and has over 33 years of experience in the finance industry.

2
Carsten M. Henningsen
CRD#: 1571524
5100 Sw Macadam Avenue, Suite 160, Portland, OR 97239
93
Wealthminder
score

Carsten Henningsen (CRD# 1571524) is an Investment Advisor Representative working at Progressive Investment Management Corporation in Portland, OR and has over 18 years of experience in the finance industry.

3
Bryceson R. Charlton
CRD#: 6293104
5100 Sw Macadam Avenue, Suite 160, Portland, OR 97239
90
Wealthminder
score

Bryceson Charlton (CRD# 6293104) is an Investment Advisor Representative working at Progressive Investment Management Corporation in Portland, OR and has 1 year of experience in the finance industry.

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