RIA Intel›Advisers›California›PROGRESS INVESTMENT MANAGEMENT COMPANY, LLC

PROGRESS INVESTMENT MANAGEMENT COMPANY, LLC

Advisory

N·SAN FRANCISCO, CA

Data as of Jan 28, 2020 · Source: SEC Form ADV

Total AUM
$5.3B
1-Year AUM Growth
-14.8%
3-Year CAGR
-12.1%
Employees
7
Assets Under Management
Total AUM$5.3B
Discretionary AUM$5.3B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees7
Investment Advisers18
Employee Growth (1Y)—
Filing History
Total Filings on Record34
First FilingJun 29, 2004
Latest FilingJan 28, 2020
🔒 Full AUM trend chart and 34 historical filings spanning 16+ 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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