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- Custodian
- Altruist · Betterment · Truist Bank
- Clients
- Retail
- Platforms
- FoundationUnison +more
- Established Date
- 02-02-2017
- Office Locations
- 1
Office Locations
About Planning FOR Progress
Planning for Progress provides ongoing comprehensive financial planning with integrated investment management, specializing in public service professionals (government, unions, nonprofits), couples, and progressives navigating inheritances. The firm also delivers workplace workshops and short-term consulting to help values-oriented organizations establish retirement savings plans, and offers student-loan repayment guidance for millennial clients. Led by a seasoned labor and social justice organizer; featured in CNBC and MarketWatch.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Ethan Solomon Miller
Chief Compliance Officer, Financial Planner, Owner
- CRD
- #6744381
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,206,797 | -- |
| Non-Discretionary | $90,104 | -- |
| Total | $26,296,901 | -- |
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Separately Managed Accounts
Total SMA Asset: $26,296,901
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $395,222,381 | 52.2% |
| Cash | $187,011,357 | 24.7% |
| Equity - Exchange | $174,897,260 | 23.1% |
| Total | $757,130,998 | 100.0% |