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INVESTORS PORTFOLIO SERVICES LLC

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

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INVESTORS PORTFOLIO SERVICES LLC

INVESTORS PORTFOLIO SERVICES LLC is a Puyallup, Washington based financial advisory firm with nearly $185,924,597 in assets under management and provides investment advisory services for 581 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (REFERRAL FEE

Firm CRD#:

117299

SEC#:

801-120692

No. of Clients:

581

Assets under Management

$185,924,597

No. of Advisors:

3

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