Investors Portfolio Services LLC

Investors Portfolio Services LLC (CRD# 117299) is a financial advisory firm headquartered in Puyallup, WA. They manage $56,774,195 in 355 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    355
    ACCOUNTS
  • Average Account Value
    $159,927
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Investors Portfolio Services LLC
Showing 1 - 2 of 2 top financial advisors.
1
Bradford C. Davis
CRD#: 1022758
2832 South Meridian, Suite 201, Puyallup, WA 98373
93
Wealthminder
score

Bradford Davis (CRD# 1022758) is an Investment Advisor Representative working at Investors Portfolio Services LLC in Puyallup, WA and has over 31 years of experience in the finance industry.

2
Jennifer W. Bahr
CRD#: 5519382
2832 South Meridian, Suite 201, Puyallup, WA 98373
88
Wealthminder
score

Jennifer Bahr (CRD# 5519382) is an Investment Advisor Representative working at Investors Portfolio Services LLC in Puyallup, WA and has over 2 years of experience in the finance industry.

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