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Independent Progressive Advisors, LLC

CRD 139649SEC# 801-129901Portland, OR
Export (members)
No longer SEC-registered. Independent Progressive Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$115.2M
Employees
2
Accounts
518
Location
Portland, OR

Independent Progressive Advisors, LLC assets under management

Independent Progressive Advisors, LLC is an investment advisory firm registered with the SEC based in Portland, OR. It reports $115.2 million in regulatory assets under management and employs 2 people.
View on SEC.gov ↗

Independent Progressive Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Ann Elizabeth Garcia ControlOwner/Manager50-75%2016
Scott Michael Emblen ControlPartner / Cco50-75%2019

Frequently asked questions

How much does Independent Progressive Advisors, LLC manage?

Independent Progressive Advisors, LLC reports $115.2 million in regulatory assets under management on its Form ADV.

How many employees does Independent Progressive Advisors, LLC have?

Independent Progressive Advisors, LLC reports 2 employees.

Where is Independent Progressive Advisors, LLC located?

Independent Progressive Advisors, LLC is based in Portland, OR.

Does Independent Progressive Advisors, LLC disclose fund performance?

Independent Progressive Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1675 SW Marlow Ave, Suite 305, Portland, OR 97225
Office hoursBy Appointment
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$115.2M
Total (RAUM)$115.2M