← Back to searchVisit website
INVESTORS PORTFOLIO SERVICES LLC
CRD 117299 · SEC 801-120692
2832 SOUTH MERIDIAN, SUITE 201, PUYALLUP, WA, 98373, United States
Phone
253-770-8118
Fax
253-770-7787
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$238.8M
Discretionary AUM
$237.6M
Team
3 total employees; 3 advisory reps; 8 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 206 | $78.8M |
| High net worth individuals | 83 | $158.4M |
| Charitable organizations | 1 | $1.1M |
| Corporations/business entities | 2 | $576K |
States served
AZ, WA, TX
All web addresses on file
- https://www.facebook.com/profile.php?id=100063621201787
- HTTPS://WWW.FACEBOOK.COM/IPSPUYALLUP/
- HTTPS://INVESTORSPORTFOLIOSERVICES.COM
- https://www.linkedin.com/company/investors-portfolio-services
- https://www.linkedin.com/in/thomasjbowman/
- https://www.youtube.com/channel/UChZqHEGSy51lI2v3LbcmEeA
- https://www.instagram.com/investorsportfolioservices/
Official SEC filing: View on IAPD