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Diane Lisa Greenwood

PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION·PORTLAND, Oregon
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5100 SW MACADAM AVENUE, PORTLAND, OR 97239CRD# 4666973Firm CRD# 107777
01

About

Diane Lisa Greenwood is a registered financial advisor based in PORTLAND, Oregon, affiliated with PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION
PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION
AUM
$626M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION →
Services
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4666973
Firm CRD# 107777
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Diane Lisa Greenwood offer?
Diane Lisa Greenwood specializes in Investment Management. Contact their office in PORTLAND, Oregon for a consultation.
What are Diane Lisa Greenwood's credentials?
Diane Lisa Greenwood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Diane Lisa Greenwood located?
Diane Lisa Greenwood is based in PORTLAND, Oregon, working with PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
How does Diane Lisa Greenwood charge for services?
Diane Lisa Greenwood's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION?
PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION has approximately 7 employees and manages $626M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION

Elizabeth Ann Henningsen
LAKE OSWEGO, OR
Emily Lethenstrom
PORTLAND, OR
Eric Douglas Frothingham
PORTLAND, OR
Amanda Summer Manning Plyley
LAKE OSWEGO, OR
Anthony Steven Tursich
PORTLAND, OR
Beth Williamson
PORTLAND, OR

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Nearby cities in Oregon
LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)BEAVERTON (27)MEDFORD (25)CLACKAMAS (15)JACKSONVILLE (11)GRANTS PASS (11)WEST LINN (11)
City Guides
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Research
Advisor Fees in OregonNational Fee Analysis
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