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INVESTMENT PERFORMANCE SERVICES LLC

CRD 105527 · SEC 801-33204

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570 EAST YORK STREET, SAVANNAH, GA, 31401, United States

Phone

912-352-2862

Fax

912-355-6866

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$763.7M

Discretionary AUM

$763.7M

Team

34 total employees; 11 advisory reps; 262 broker-dealer reps

Clients

—

Fees

Fixed fees; PERCENTAGE OF ASSETS AS TO WHICH IPS PROVIDES INVESTMENT ADVICE

Org form

Limited Liability Company

Filing date

2026-03-26

Disciplinary history

No

Services

Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminarsASSET ALLOCATION AND INVESTMENT GUIDELINES ADVICE

States served

PA

All web addresses on file

Official SEC filing: View on IAPD