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Progressive Investment Management Corporation

● SEC registered since 1988CRD 107777SEC# 801-32066Lake Oswego, OR
Export (members)
Reg. AUM
$758.3M
Employees
8
Accounts
473
Location
Lake Oswego, OR

Progressive Investment Management Corporation assets under management

Progressive Investment Management Corporation is an investment advisory firm registered with the SEC based in Lake Oswego, OR. The firm has been registered since 1988. It reports $758.3 million in regulatory assets under management and employs 8 people.
www.linkedin.com/company/progressiveinvestmentView on SEC.gov ↗

Progressive Investment Management Corporation owners & executives

6 reported
NameTitleOwnershipSince
Amanda Summer Manning PlyleyChief Compliance Officer, Director Of OperationsUnder 5%2026
Bryceson Robert CharltonDirector Of Investments, Investment AdvisorUnder 5%2024
Carsten Michael Henningsen ControlOwnerUnder 5%2021
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Frequently asked questions

How much does Progressive Investment Management Corporation manage?

Progressive Investment Management Corporation reports $758.3 million in regulatory assets under management on its Form ADV.

How many employees does Progressive Investment Management Corporation have?

Progressive Investment Management Corporation reports 8 employees.

Where is Progressive Investment Management Corporation located?

Progressive Investment Management Corporation is based in Lake Oswego, OR and has been SEC-registered since 1988.

Does Progressive Investment Management Corporation disclose fund performance?

Progressive Investment Management Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address310 N. State Street, Suite 214, Lake Oswego, OR 97034
Phone503-224-7828
Fax503-224-5633
Office hoursBy Appointment
SEC regionSan Francisco Regional Office (SFRO)
CIK1353318
Discloses disciplinary historyNo

Regulatory AUM

$758.3M▲ 8%
Mar '25 — $700.3MApr '25 — $700.3MMay '25 — $700.3MJun '25 — $700.3MJul '25 — $700.3MAug '25 — $700.3MSep '25 — $700.3MOct '25 — $700.3MNov '25 — $700.3MDec '25 — $700.3MJan '26 — $700.3MFeb '26 — $700.3MMar '26 — $758.3MApr '26 — $758.3MMay '26 — $758.3MJun '26 — $758.3M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers

Assets under management

$758.3Mregulatory AUM
Discretionary $758.3M