Overview
Assets Under Management: $239 million
Headquarters: PUYALLUP, WA
High-Net-Worth Clients: 83
Average Client Assets: $1.9 million
Frequently Asked Questions
INVESTORS PORTFOLIO SERVICES LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #117299), INVESTORS PORTFOLIO SERVICES LLC is subject to fiduciary duty under federal law.
INVESTORS PORTFOLIO SERVICES LLC is headquartered in PUYALLUP, WA.
INVESTORS PORTFOLIO SERVICES LLC serves 83 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, INVESTORS PORTFOLIO SERVICES LLC offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
INVESTORS PORTFOLIO SERVICES LLC manages $239 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, INVESTORS PORTFOLIO SERVICES LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 83
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.31%
Average Client Assets: $1.9 million
Total Client Accounts: 830
Discretionary Accounts: 762
Non-Discretionary Accounts: 68
Regulatory Filings
CRD Number: 117299
Filing ID: 2076226
Last Filing Date: 2026-03-30 18:03:48