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).

Current Firm Details
2832 South Meridian, Suite 201, Puyallup, WA 98373
https://www.facebook.com/profile.php?id=100063621201787
By the Numbers
  • Total Assets Under Management
    186
    MILLION
  • Total Number of Accounts
    581
    ACCOUNTS
  • Average Account Value
    $320,008
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, TX, WA

Financial Advisors at Investors Portfolio Services LLC
Showing 1 - 3 of 3 top financial advisors.
1
Thomas Bowman, financial advisor Puyallup WA
Thomas J. Bowman
CRD#: 6343756
2832 South Meridian, Suite 201, Puyallup, WA 98373

Thomas Bowman (CRD# 6343756) is an Investment Advisor Representative working at Investors Portfolio Services LLC in Puyallup, WA and has over 7 years of experience in the finance industry.

2
Frank Gallo, financial advisor Puyallup WA
Frank V. Gallo
CRD#: 2174876
2832 South Meridian, Suite 201, Puyallup, WA 98373

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.

3
Haleigh Thompson, financial advisor Puyallup WA
Haleigh P. Thompson
CRD#: 7326524
2832 South Meridian, Suite 201, Puyallup, WA 98373

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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