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 a privately owned corporation that has been SEC-registered since 1988. The firm advises individual and family clients as well as institutional accounts, with advisory work focused on portfolio management for individuals and small businesses. Its fee model is flexible, combining percentage-of-AUM charges with hourly and fixed-fee arrangements. The firm identifies as an active ESG investor and does not classify itself as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 5DIANA 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
$4.6M in ETFs
100%
$4.6M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 GROWTH ETF (IVW) | BlackRock | Passive | Large Growth | $1.6M | 14,000 | 34.08% |
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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