INVESTORS PORTFOLIO SERVICES LLC
SEC Form ADV profile.
Total regulatory AUM
$238,839,710
Discretionary
$237,572,266
Non-discretionary
$1,267,444
Firm details
- CRD number
- 117299
- SEC file number
- 801-120692
- Main office
- PUYALLUP, WA, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.