Progressive Investment Management Corporation
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 107777
- SEC number
- 801-32066
- Firm type
- RIA
- Assets under management
- $758.3M as of Mar 20, 2026
- Website
- www.linkedin.com/company/progressiveinvestment ↗
- Phone
- 503-224-7828
- Address
- 310 N. State Street, Lake Oswego, OR, 97034
Advisors at this firm
4 in our index · page 1 of 1
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Bryceson Robert CharltonCRD 6293104 · Lake Oswego, ORIA Registered
-
Carsten Michael HenningsenCRD 1571524 · Lake Oswego, ORIA Registered
-
Diana Jean KaspicCRD 2490711 · Carnation, WAIA Registered
-
Cameron Stacey RobertsCRD 5781974 · Lake Oswego, ORIA Registered
1–4 of 4
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 107777 ↗
FINRA BrokerCheck record for firm CRD 107777 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.