INVESTORS PORTFOLIO SERVICES LLC - Financial Advisor in Washington, Puyallup

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

About 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

Firm CRD#:

117299

Firm SEC#:

801-120692

Assets Under Management:

$185,924,597

No. of Clients:

581

No. of Advisors:

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 FEES)

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