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INVESTMENT PERFORMANCE SERVICES LLC
570 East York Street
Savannah, Georgia 31401
Tel: 912-352-2862
About INVESTMENT PERFORMANCE SERVICES LLC
INVESTMENT PERFORMANCE SERVICES LLC, formally registered with the SEC as INVESTMENT PERFORMANCE SERVICES LLC. The firm was established in 11/03/1988. They have over 2 offices throughout the country.
INVESTMENT PERFORMANCE SERVICES LLC is a Savannah, Georgia based Financial Planning firm with nearly $617,900,000 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 32 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105527 |
| SEC# | 801-33204 |
| Assets Managed by Firm | $617,900,000 |
| No. of Clients | 5 |
| No. of Advisors | 32 |
Fee Structure
- Fixed fees
- Other (PERCENTAGE OF ASSETS AS TO WHICH IPS PROVIDES INVESTMENT ADVICE)
Advisory Services Provided
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
- Other (ASSET ALLOCATION AND INVESTMENT GUIDELINES ADVICE)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5 | $617,900,000 |
| Pension and profit sharing plans | Fewer than 5 clients | $563,500,000 |
| Charitable organizations | Fewer than 5 clients | $40,900,000 |
| Corporations or other businesses | Fewer than 5 clients | $13,500,000 |
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