P
$1.1M Total AUM
$1.1M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
22 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- LPL Financial ยท SEI
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-27-2003
- Office Locations
- 2
Office Locations
68 Inverness Lane East #104 Englewood CO
-- Indianapolis IN
About Progress Alliance Investment Services
Progress Alliance Investment Services is a Indianapolis-based RIA with 2 offices. The firm has been operating for 22 years. Managing $1.1M in total assets under management, with 1 advisory representatives. They custody assets with LPL Financial and SEI.
Team overview
-- AVG AGE
$1.1M AVG AUM / ADVISOR
$210.9K AVG AUM / CLIENT
13.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Owner & Executives
J
JAY A LERMAN
Owner, President
- CRD
- #4618014
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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J
JERRY LEON GRUBER
President
- CRD
- #1195389
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,054,325 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,054,325 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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