Progress Inmvestment Management Co is a large advisory firm based in San Francisco. It manages $4.1 billion of regulatory assets for 30 client accounts. It has been registered with the SEC as an adviser since 2001.
Progress Inmvestment Management provides portfolio management for pooled investment vehicles and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Progress Inmvestment Management Co is $4.1 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Progress Inmvestment Management Co for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Jr. Thurman V. White has been acting as President since 1 Jan 2001. Chris William Fong joined the executive team most recently as the Senior Vice President.
The principal office where Progress Inmvestment Management Co performs its advisory services is located at 71 Stevenson Street, Suite 1620, San Francisco, CA 94105, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-512-3480 or by fax 415-512-3475. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.progressinvestment.com.