RIA Intel›Advisers›Oregon›INDEPENDENT PROGRESSIVE ADVISORS, LLC

INDEPENDENT PROGRESSIVE ADVISORS, LLC

Advisory

N·PORTLAND, OR

Data as of Oct 22, 2024 · Source: SEC Form ADV

Total AUM
$115M
1-Year AUM Growth
0.0%
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$115M
Discretionary AUM$0
Non-Discretionary AUM$115M
Discretionary %0%
Total Clients123
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Filing History
Total Filings on Record4
First FilingMar 14, 2024
Latest FilingOct 22, 2024
🔒 Full AUM trend chart and 4 historical filings spanning 1 year
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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