PROGRESSIVE FINANCIAL STRATEGIES LLC

PROGRESSIVE FINANCIAL STRATEGIES LLC of PROVIDENCE, RI is an SEC-registered investment adviser (CRD 110560). Regulatory assets under management: $213.1M.

Registration

• CRD: 110560
• SEC file number: 801-57073
• Type: Registered investment adviser
• Location: 222 RICHMOND ST, SUITE 304, PROVIDENCE, RI, 02903
• Phone: 401-273-1500
• Latest filing: 2002-04-25
• Regulatory AUM: $213.1M
• Discretionary AUM: $208.3M
• Non-discretionary AUM: $4.8M
• Clients: 11
• Accounts: 1,758

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 110560 on SEC IAPD (source of record)
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