RIA Intelligence

PROGRESSION PARTNERS LLC

CRD #338449 SEC #802-134459 SAN FRANCISCO, CA 347-609-2006
State Registered Exempt Reporting Private Funds
Total AUM
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Discretionary
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Employees
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Clients
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Accounts
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Firm Details

Organization Type
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State of Formation
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Fiscal Year End
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Registration Date
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Latest Filing
Aug 29, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Aguhob, JohnIMEMBERB Control
DIALLO, VINCENT, NMNIMEMBERB Control
Lee, Matthew, Yen ShenIMEMBER & CHIEF COMPLIANCE OFFICERB Control
Ogawa, TomoyaIMEMBERB Control
VERALDI, JAMES, MICHAELIMEMBERB Control

Registrations

Federal

ERA
Aug 29, 2025 REGISTERED

Address

2021 FILLMORE STREET
STE #1157
SAN FRANCISCO, CA 94115
United States
Phone: 347-609-2006