Bryceson
Charlton

Progressive Investment Management Corporation

CRD#6293104
Investment Advisor
in Lake Oswego, OR

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About this Advisor

Bryceson Charlton is a chartered financial analyst based in Lake Oswego, Oregon, with a total of 6 years of industry experience. Charlton currently works for Progressive Investment Management Corporation. Over the course of their career, Charlton has held roles at Progressive Investment Management, Sustainable Wealth Management and Oregon Air National Guard. Charlton can work in Oregon. Progressive Investment Management Corporation is an advisory firm based in Lake Oswego, OR. The investment advisory business has offices in two locations and a total of six advisors. It controls $507 million in assets under management across its 459 customer accounts, placing it among the larger investment advisory firms in the United States by assets under management. The firm serves six charities and foundations. Of its 459 accounts, 74% belong to high-net-worth investors who have greater than $1 million in investable assets. Progressive Investment Management Corporation offers portfolio management for individuals and small businesses. Financial management fee schedules usually vary depending on which service is offered. However, fee types billed by Progressive Investment Management Corporation most likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

6 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

310 N. State Street Suite 214
Lake Oswego, OR 97034

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Progressive Investment Management Corporation Brokerage Details

Total Assets Under Management

$506,785,910

OR Average: $1,120,203,312
Total Number of Employees

6

OR Average: 50
Total Number of Accounts

459

OR Average: 1,309
Average Account Size

$1,104,109

OR Average: $855,770

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Bryceson Charlton Work History

Bryceson has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Progressive Investment Management

2015 - 2017 (2 years)

Progressive Investment Management

2010 - 2015 (5 years)

Sustainable Wealth Management

2007 - 2013 (6 years)

Oregon Air National Guard

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Bryceson Charlton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Progressive Investment Management Corporation

Diana Kaspic
Lake Oswego, OR
Bryceson Charlton
Lake Oswego, OR
Carsten Henningsen
Lake Oswego, OR

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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