Sign in Sign up for free

Progressive Advisory Solutions LLC (Holbrook)


Progressive Advisory Solutions LLC is a large advisory firm based in Holbrook. It manages $254.61 million of regulatory assets for 1,239 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Alabama, Arizona, California, and 23 other states.

Progressive Advisory Solutions provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Progressive Advisory Solutions: assets under management

The assets under management (AUM) of Progressive Advisory Solutions LLC is $254.61 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $254.61 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $205.5 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Progressive Advisory Solutions LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Holbrook

The principal office where Progressive Advisory Solutions LLC performs its advisory services is located at 4250 Veterans Highway, Suite 101 B, Holbrook, NY 11741, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 631-648-1670. The normal business hours are 9-5 on Monday - Friday.


Registered investment advisers similar to Progressive Advisory Solutions LLC