INVESTORS PORTFOLIO SERVICES LLC

RIASEC RegisteredEst. 2021

Total AUM

$239M

Discretionary

$238M

99% of AUM

Avg account

$288K

Accounts

830

Employees

Advisory reps

Firm details

Headquarters: PUYALLUP, Washington
CRD number: 117299
Registered since: April 2, 2021
Website: investorsportfolioservices.com
Custodians: CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI66.31%
Individuals32.97%
Charitable Organizations0.47%
Corporations / Businesses0.24%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Investors Portfolio Services LLC is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2021. The firm describes itself as a capital allocator serving both individual/family and institutional clients. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, selection of other advisers, educational seminars/workshops and (listed in its advisory activities) pension consulting services, although it is not designated as a pension consultant in its classification fields. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.