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).
Total Assets Under Management57MILLION
Total Number of Accounts355ACCOUNTS
Average Account Value$159,927
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Bradford Davis (CRD# 1022758) is an Investment Advisor Representative working at Investors Portfolio Services LLC in Puyallup, WA and has over 30 years of experience in the finance industry.
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.