Progressive Investment Management Corporation
Firm details
- Headquarters
- Lake Oswego, Oregon
- CRD number
- 107777
- Registered since
- February 28, 1988
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI87.68%
- Charitable Organizations5.17%
- Pension & Profit Sharing Plans4.78%
- Individuals2.37%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Progressive Investment Management Corporation is an independent registered investment adviser that has been SEC-registered since 1988. The firm serves both individual/family and institutional clients, with advisory services focused on portfolio management for individuals and small businesses. Its client billing mixes percentage-of-AUM fees with hourly and fixed-fee engagements. Progressive identifies as an active ESG investor and is not set up as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities55%
- State & Local Bonds32%
- Public Funds/Mutual Funds7%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Contacts
3 of 5
Diana Kaspic
Fixed Income Portfolio ManagerCRD 2490711
Amanda Plyley
Director of OperationsCRD 7878896
Carsten Henningsen
Founder & Investment AdvisorCRD 1571524
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 12Active vs passive
$5.4M in ETFs
100%
$5.4M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 GROWTH ETF (IVW) | BlackRock | Passive | Large Growth | $1.9M | 14,000 | 35.58% |
Location
Lake Oswego, OR
Clackamas
Location
Lake Oswego, OR
Headquartered in Lake Oswego, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Clackamas
- Address
- 310 N State St
- Time zone
- PT (UTC-8)
- Office locations
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