INVESTORS PORTFOLIO SERVICES LLC

2832 South Meridian
Suite 201
Puyallup, Washington 98373
Tel: 253-770-8118

About INVESTORS PORTFOLIO SERVICES LLC

INVESTORS PORTFOLIO SERVICES LLC, formally registered with the SEC as INVESTORS PORTFOLIO SERVICES LLC. The firm was established in 04/02/2021. They have over 1 offices throughout the country.

INVESTORS PORTFOLIO SERVICES LLC is a Puyallup, Washington based Financial Planning firm with nearly $185,924,597 assets under management, offering retirement planning & investment advisory services to 581 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	117299
SEC#	801-120692
Assets Managed by Firm	$185,924,597
No. of Clients	581
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (REFERRAL FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	581	$185,924,597
Individuals (other than high net worth individuals)	211	$85,948,486
High net worth individuals	53	$99,976,111

More Retirement Planning firms in Puyallup, Washington:

Firm Name	Assets Under Management	Total Clients	Total Advisors
PARAMETRIC PORTFOLIO ASSOCIATES 800 Fifth Avenue, Suite 2800 Seattle, WA, 98104	$475,093,919,406	163121	877
RUSSELL INVESTMENTS 1301 Second Avenue, 18th Floor Seattle, WA, 98101	$82,657,150,657	146	653
RUSSELL INVESTMENTS 1301 Second Avenue, 18th Floor Seattle, WA, 98101	$52,480,583,056	70944	653
BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP 1201 Third Avenue, Suite 3000 Seattle, WA, 98101	$24,747,000,000	17	95
RUSSELL INVESTMENTS 1301 Second Avenue, 18th Floor Seattle, WA, 98101	$23,026,995,111	77	656

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