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They include 141 high-net-worth individuals, 26 individual clients and 7 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 20 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Progressive Investment Management offer?","answer":"Progressive Investment Management provides portfolio management for individuals and small businesses.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Progressive Investment Management charge?","answer":"Progressive Investment Management charges 0.50%–1.25% a year for its Separately Managed Accounts. The fee is billed in advance, is negotiable and requires an account of at least $2,000,000.","source":"PROGRESSIVE ADV 2A, filed 20 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Progressive Investment Management use?","answer":"Progressive Investment Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $758M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Progressive Investment Management have?","answer":"Progressive Investment Management has 4 investment adviser representatives registered with state securities authorities, out of 8 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Progressive Investment Management invest in?","answer":"At the end of its last fiscal year, Progressive Investment Management’s separately managed accounts held 55% exchange-traded equities, 33% state and local bonds, 7% registered funds (mutual funds, ETFs, BDCs), 3% cash and equivalents, 1% U.S. government and agency bonds and 1% other. 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Its direct owners are the Carsten Henningsen Revocable Trust (75% or more) and the Carsten Henningsen (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 20 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Progressive Investment Management get paid?","answer":"Progressive Investment Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Progressive Investment Management?","answer":"Progressive Investment Management’s main office is at 310 N. State Street, Suite 214, Lake Oswego, OR 97034. Its phone number is 503-224-7828. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}