Investors Portfolio Services LLC
Investors Portfolio Services LLC is an SEC-registered mass-market adviser in Puyallup, WA with $238.8M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Investors Portfolio Services LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 117299, SEC 801-120692, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $238.8M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Puyallup, WA
- Employees
- 3
- Clients
- 292
- CRD
- 117299
- Ownership
- GALLO, FRANK, VINCENT; TJB ADVISORY LLC; BOWMAN, THOMAS, JAMES; CASH FLOW ANALYSIS LLC
How much AUM does Investors Portfolio Services LLC have?
Investors Portfolio Services LLC reported $238.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Investors Portfolio Services LLC?
Disclosed owners and executives of Investors Portfolio Services LLC include GALLO, FRANK, VINCENT, TJB ADVISORY LLC, BOWMAN, THOMAS, JAMES, CASH FLOW ANALYSIS LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.