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Independent Progressive Advisors, LLC

Independent Progressive Advisors, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on May 27, 2017
    • $26.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 45
      Accounts
    • $577.8K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

3

name start date
Gail Janet Parker
February 2006
Ann Elizabeth Garcia
March 2016
Scott Michael Emblen
February 2018

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Ann Elizabeth Garcia Owner/Manager April, 2016 75% or more
    Gail Janet Parker Chief Compliance Officer April, 2016 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges