Independent Progressive Advisors, LLC
CRD 139649SEC# 801-129901Portland, OR
No longer SEC-registered. Independent Progressive Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$115.2M
Employees
2
Accounts
518
Location
Portland, OR
Independent Progressive Advisors, LLC assets under management
Independent Progressive Advisors, LLC is an investment advisory firm registered with the SEC based in Portland, OR. It reports $115.2 million in regulatory assets under management and employs 2 people.
Independent Progressive Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ann Elizabeth Garcia Control | Owner/Manager | 50-75% | 2016 |
| Scott Michael Emblen Control | Partner / Cco | 50-75% | 2019 |
Frequently asked questions
How much does Independent Progressive Advisors, LLC manage?
Independent Progressive Advisors, LLC reports $115.2 million in regulatory assets under management on its Form ADV.
How many employees does Independent Progressive Advisors, LLC have?
Independent Progressive Advisors, LLC reports 2 employees.
Where is Independent Progressive Advisors, LLC located?
Independent Progressive Advisors, LLC is based in Portland, OR.
Does Independent Progressive Advisors, LLC disclose fund performance?
Independent Progressive Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1675 SW Marlow Ave, Suite 305, Portland, OR 97225 |
| Office hours | By Appointment |
| Discloses disciplinary history | No |
Regulatory AUM
$115.2MNo change
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$115.2Mregulatory AUM
Discretionary $0Non-discretionary $115.2M