Progressive Investment Management Corporation
Progressive Investment Management Corporation (CRD# 107777) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $625,560,244 in 472 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management626MILLION
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Total Number of Accounts472ACCOUNTS
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Average Account Value$1,325,340
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
CA, OR, TX, WA
Bryceson Charlton (CRD# 6293104) is an Investment Advisor Representative working at Progressive Investment Management Corporation in Lake Oswego, OR and has 1 year of experience in the finance industry.
Carsten Henningsen (CRD# 1571524) is an Investment Advisor Representative working at Progressive Investment Management Corporation in Lake Oswego, OR and has over 24 years of experience in the finance industry.
Diana Kaspic (CRD# 2490711) is an Investment Advisor Representative working at Progressive Investment Management Corporation in Lake Oswego, OR and has over 29 years of experience in the finance industry.