LAKE OSWEGO, ORCRD 107777Latest ADV March 20, 2026
Progressive Investment Management Corporation is an SEC registered investment adviser organized as a corporation with a primary office location in Lake Oswego, OR. Its latest Form ADV filing, dated March 20, 2026, reports $758M in regulatory assets under management, 8 employees, 1 office, and 473 accounts.
Assets Under Management
$758M
Employees
8
Offices
1 office
Total Clients
176
Primary office
LAKE OSWEGO, OR
310 N. STATE STREET, SUITE 214, LAKE OSWEGO, OR, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 80.1% of total clients.
Top client categories% of clientsClients
1
HNWI
80.1%
141
2
Individuals
14.8%
26
3
Charitable
4.0%
7
4
Pension Plans
1.1%
2
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$758Mas of March 20, 2026
Discretionary100.0%
$758M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$758M
Total Accounts473
10Y AUM Change+$419M (+123.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee22:1
10Y Employee Change+2 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.