Overview
Assets Under Management: $104 million
Headquarters: PORTLAND, OR
High-Net-Worth Clients: 31
Average Client Assets: $1.9 million
Frequently Asked Questions
INDEPENDENT PROGRESSIVE ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #139649), INDEPENDENT PROGRESSIVE ADVISORS, LLC is subject to fiduciary duty under federal law.
INDEPENDENT PROGRESSIVE ADVISORS, LLC is headquartered in PORTLAND, OR.
INDEPENDENT PROGRESSIVE ADVISORS, LLC serves 31 high-net-worth clients according to their SEC filing dated October 22, 2024. View client details ↓
According to their SEC Form ADV, INDEPENDENT PROGRESSIVE ADVISORS, LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
INDEPENDENT PROGRESSIVE ADVISORS, LLC manages $104 million in client assets according to their SEC filing dated October 22, 2024.
According to their SEC Form ADV, INDEPENDENT PROGRESSIVE ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.62%
Average Client Assets: $1.9 million
Total Client Accounts: 116
Non-Discretionary Accounts: 116
Regulatory Filings
CRD Number: 139649
Filing ID: 1908668
Last Filing Date: 2024-10-22 11:33:00