Allocator Index · CRD 107777
PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION
Lake Oswego, OR · 503-224-7828 · linkedin.com/company/progressiveinvestment/
Fit score
54
- aum $250M-$3.0B+22
- hnw>=75+16
- hnw_majority+8
- employees 3-60+8
HNW clients
141
Other individuals
26
HNW assets
$664.9M
Total AUM
$758.3M
Employees
8
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
None reported.