Investment adviser · CRD 282149
PROGRESSIVE ADVISORY SOLUTIONS
Investment adviser filing (IA)
PROGRESSIVE ADVISORY SOLUTIONS LLC
HOLBROOK, NY, United States · Form ADV filed Mar 16, 2017
- Regulatory AUM
- $255M Form ADV · Item 5.F
- Client accounts
- 1,239 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 16, 2017. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
4250 VETERANS HIGHWAY, SUITE 101BHOLBROOK, NY, 11741, United States
CRD 282149
Filing source
Form ADV 1085667 · Mar 16, 2017 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.