PROGRESSIVE FINANCIAL STRATEGIES LLC
CRD #110560 SEC #801-57073 PROVIDENCE, RI 401-273-1500
SEC Registered
Total AUM
$213.1M
Discretionary
$208.3M
Employees
--
Clients
251
Accounts
1,758
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2002 | $213.1M | $208.3M | $4.8M | -- | -- |
| Mar 2002 | $213.1M | $208.3M | $4.8M | -- | -- |
| Mar 2002 | $213.1M | $208.3M | $4.8M | -- | -- |
| Sep 2001 | $174.5M | $160M | $14.5M | -- | -- |
| Jul 2001 | $174.5M | $160M | $14.5M | -- | -- |
DateApr 2002
Total AUM$213.1M
Discretionary$208.3M
Non-Disc.$4.8M
Employees--
Clients--
DateMar 2002
Total AUM$213.1M
Discretionary$208.3M
Non-Disc.$4.8M
Employees--
Clients--
DateMar 2002
Total AUM$213.1M
Discretionary$208.3M
Non-Disc.$4.8M
Employees--
Clients--
DateSep 2001
Total AUM$174.5M
Discretionary$160M
Non-Disc.$14.5M
Employees--
Clients--
DateJul 2001
Total AUM$174.5M
Discretionary$160M
Non-Disc.$14.5M
Employees--
Clients--