Progressive Wealth Management
Progressive Wealth Management (CRD# 162121) is a financial advisory firm headquartered in , . They manage $800,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Progressive Wealth Management
By the Numbers
-
Total Assets Under Management1MILLION
-
Total Number of Accounts1ACCOUNTS
-
Average Account Value$800,000
Compensation Options
- Other
Advisory Services Offered
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Progressive Wealth Management
1
Raymond Czapka (CRD# 1517429) is an Investment Advisor Representative working at Progressive Wealth Management in Whittier, CA and has over 12 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.