Investors Portfolio Services LLC
Investors Portfolio Services LLC (CRD# 117299) is a financial advisory firm headquartered in Puyallup, WA. They manage $185,924,597 in 581 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management186MILLION
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Total Number of Accounts581ACCOUNTS
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Average Account Value$320,008
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, TX, WA
Thomas Bowman (CRD# 6343756) is an Investment Advisor Representative working at Investors Portfolio Services LLC in Puyallup, WA and has over 8 years of experience in the finance industry.
Frank Gallo (CRD# 2174876) is an Investment Advisor Representative working at Investors Portfolio Services LLC in Puyallup, WA and has over 32 years of experience in the finance industry.
Haleigh Thompson (CRD# 7326524) is an Investment Advisor Representative working at Investors Portfolio Services LLC in Puyallup, WA and has 1 year of experience in the finance industry.