RIA Intel›Advisers›California›PROGRESS INVESTMENT MANAGEMENT COMPANY

PROGRESS INVESTMENT MANAGEMENT COMPANY

Advisory

SAN FRANCISCO, CA

Data as of May 14, 2004 · Source: SEC Form ADV

Total AUM
$3.8B
1-Year AUM Growth
+25.4%
3-Year CAGR
-2.3%
Employees
0
Assets Under Management
Total AUM$3.8B
Discretionary AUM$3.8B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record21
First FilingMar 30, 2001
Latest FilingMay 14, 2004
🔒 Full AUM trend chart and 21 historical filings spanning 3+ years
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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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