PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION
CRD #107777 SEC #801-32066 LAKE OSWEGO, OR 503-224-7828
SEC Registered
Total AUM
$700.3M
Discretionary
$700.3M
Employees
8
Clients
--
Accounts
475
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $700.3M | $700.3M | $0 | 8 | 0 |
| Mar 2025 | $700.3M | $700.3M | $0 | 7 | 0 |
| Nov 2024 | $625.6M | $625.6M | $0 | 7 | 0 |
| Oct 2024 | $625.6M | $625.6M | $0 | 7 | 0 |
| Feb 2024 | $625.6M | $625.6M | $0 | 7 | 0 |
| Mar 2023 | $506.8M | $506.8M | $0 | 6 | 0 |
| Mar 2022 | $646.1M | $646.1M | $0 | 6 | 0 |
| Mar 2021 | $548M | $548M | $0 | 6 | 0 |
| Jan 2021 | $446.7M | $446.7M | $0 | 6 | 0 |
| Aug 2020 | $446.7M | $446.7M | $0 | 6 | 0 |
| Jun 2020 | $446.7M | $446.7M | $0 | 6 | 0 |
| Mar 2020 | $446.7M | $446.7M | $0 | 6 | 0 |
| Dec 2019 | $376.3M | $376.3M | $0 | 6 | 0 |
| Nov 2019 | $376.3M | $376.3M | $0 | 6 | 0 |
| Nov 2019 | $376.3M | $376.3M | $0 | 6 | 0 |
| Mar 2019 | $376.3M | $376.3M | $0 | 6 | 0 |
| May 2018 | $370.3M | $370.3M | $0 | 6 | 1 |
| Apr 2018 | $370.3M | $370.3M | $0 | 6 | 1 |
| Mar 2018 | $370.3M | $370.3M | $0 | 6 | 1 |
| Mar 2017 | $339.2M | $339.2M | $0 | 6 | 200 |
| Jan 2017 | $333M | $333M | $0 | 5 | 200 |
| Sep 2016 | $350.9M | $346.9M | $4M | 5 | 200 |
| Mar 2016 | $318M | $312.8M | $5.2M | 5 | 200 |
| Aug 2015 | $315.1M | $309.3M | $5.7M | 5 | 26 |
| May 2015 | $326.6M | $321.1M | $5.5M | 6 | 26 |
| May 2015 | $326.6M | $321.1M | $5.5M | 6 | 26 |
| Feb 2015 | $158.1M | $158.1M | $0 | 4 | 26 |
| Jan 2015 | $584.6M | $584.6M | $0 | 4 | 26 |
| Dec 2014 | $584.6M | $584.6M | $0 | 15 | 26 |
| Nov 2014 | $584.6M | $584.6M | $0 | 15 | 26 |
| Jun 2014 | $584.6M | $584.6M | $0 | 15 | 26 |
| Mar 2014 | $584.6M | $584.6M | $0 | 15 | 26 |
| Apr 2013 | $477.6M | $477.6M | $0 | 11 | 26 |
| Sep 2012 | $462M | $462M | $0 | 6 | 26 |
| Mar 2012 | $528.9M | $528.9M | $0 | 6 | 26 |
| Mar 2011 | $550.5M | $550.5M | $0 | 10 | -- |
| Mar 2009 | $320.4M | $320.4M | $0 | 10 | -- |
| Feb 2009 | $320.4M | $320.4M | $0 | 10 | -- |
| Mar 2008 | $421.1M | $421.1M | $0 | 10 | -- |
| Oct 2007 | $317.2M | $317.2M | $0 | 10 | -- |
| Mar 2007 | $317.2M | $317.2M | $0 | 10 | -- |
| May 2005 | $253.2M | $183.2M | $70M | 5 | -- |
| Feb 2005 | $253.2M | $253.2M | $0 | 10 | -- |
| Mar 2004 | $203.2M | $203.2M | $0 | 10 | -- |
| Sep 2001 | $175.3M | $175.3M | $0 | -- | -- |
DateDec 2025
Total AUM$700.3M
Discretionary$700.3M
Non-Disc.$0
Employees8
Clients0
DateMar 2025
Total AUM$700.3M
Discretionary$700.3M
Non-Disc.$0
Employees7
Clients0
DateNov 2024
Total AUM$625.6M
Discretionary$625.6M
Non-Disc.$0
Employees7
Clients0
DateOct 2024
Total AUM$625.6M
Discretionary$625.6M
Non-Disc.$0
Employees7
Clients0
DateFeb 2024
Total AUM$625.6M
Discretionary$625.6M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$506.8M
Discretionary$506.8M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$646.1M
Discretionary$646.1M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$548M
Discretionary$548M
Non-Disc.$0
Employees6
Clients0
DateJan 2021
Total AUM$446.7M
Discretionary$446.7M
Non-Disc.$0
Employees6
Clients0
DateAug 2020
Total AUM$446.7M
Discretionary$446.7M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$446.7M
Discretionary$446.7M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$446.7M
Discretionary$446.7M
Non-Disc.$0
Employees6
Clients0
DateDec 2019
Total AUM$376.3M
Discretionary$376.3M
Non-Disc.$0
Employees6
Clients0
DateNov 2019
Total AUM$376.3M
Discretionary$376.3M
Non-Disc.$0
Employees6
Clients0
DateNov 2019
Total AUM$376.3M
Discretionary$376.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$376.3M
Discretionary$376.3M
Non-Disc.$0
Employees6
Clients0
DateMay 2018
Total AUM$370.3M
Discretionary$370.3M
Non-Disc.$0
Employees6
Clients1
DateApr 2018
Total AUM$370.3M
Discretionary$370.3M
Non-Disc.$0
Employees6
Clients1
DateMar 2018
Total AUM$370.3M
Discretionary$370.3M
Non-Disc.$0
Employees6
Clients1
DateMar 2017
Total AUM$339.2M
Discretionary$339.2M
Non-Disc.$0
Employees6
Clients200
DateJan 2017
Total AUM$333M
Discretionary$333M
Non-Disc.$0
Employees5
Clients200
DateSep 2016
Total AUM$350.9M
Discretionary$346.9M
Non-Disc.$4M
Employees5
Clients200
DateMar 2016
Total AUM$318M
Discretionary$312.8M
Non-Disc.$5.2M
Employees5
Clients200
DateAug 2015
Total AUM$315.1M
Discretionary$309.3M
Non-Disc.$5.7M
Employees5
Clients26
DateMay 2015
Total AUM$326.6M
Discretionary$321.1M
Non-Disc.$5.5M
Employees6
Clients26
DateMay 2015
Total AUM$326.6M
Discretionary$321.1M
Non-Disc.$5.5M
Employees6
Clients26
DateFeb 2015
Total AUM$158.1M
Discretionary$158.1M
Non-Disc.$0
Employees4
Clients26
DateJan 2015
Total AUM$584.6M
Discretionary$584.6M
Non-Disc.$0
Employees4
Clients26
DateDec 2014
Total AUM$584.6M
Discretionary$584.6M
Non-Disc.$0
Employees15
Clients26
DateNov 2014
Total AUM$584.6M
Discretionary$584.6M
Non-Disc.$0
Employees15
Clients26
DateJun 2014
Total AUM$584.6M
Discretionary$584.6M
Non-Disc.$0
Employees15
Clients26
DateMar 2014
Total AUM$584.6M
Discretionary$584.6M
Non-Disc.$0
Employees15
Clients26
DateApr 2013
Total AUM$477.6M
Discretionary$477.6M
Non-Disc.$0
Employees11
Clients26
DateSep 2012
Total AUM$462M
Discretionary$462M
Non-Disc.$0
Employees6
Clients26
DateMar 2012
Total AUM$528.9M
Discretionary$528.9M
Non-Disc.$0
Employees6
Clients26
DateMar 2011
Total AUM$550.5M
Discretionary$550.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$320.4M
Discretionary$320.4M
Non-Disc.$0
Employees10
Clients--
DateFeb 2009
Total AUM$320.4M
Discretionary$320.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$421.1M
Discretionary$421.1M
Non-Disc.$0
Employees10
Clients--
DateOct 2007
Total AUM$317.2M
Discretionary$317.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$317.2M
Discretionary$317.2M
Non-Disc.$0
Employees10
Clients--
DateMay 2005
Total AUM$253.2M
Discretionary$183.2M
Non-Disc.$70M
Employees5
Clients--
DateFeb 2005
Total AUM$253.2M
Discretionary$253.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$203.2M
Discretionary$203.2M
Non-Disc.$0
Employees10
Clients--
DateSep 2001
Total AUM$175.3M
Discretionary$175.3M
Non-Disc.$0
Employees--
Clients--