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Building 2INVESTORS PORTFOLIO SERVICES LLC

Map pinPUYALLUP, WA
Phone253-770-8118
NotebookSEC #801-120692
Total AUM
$238.8M
Employees
3
Clients
292

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2832 SOUTH MERIDIAN
SUITE 201
PUYALLUP
WA 98373
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
253-770-8118

ReceiptFinancials

Total AUM
$238.8M
Accounts
830
Discretionary
$237.6M
Accounts
762
Non-Discretionary
$1.3M
Accounts
68

ContactClients

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Individual Clients
206
AUM
$78.8M
HNW Individual Clients
83
AUM
$158.4M
Charitable Organization Clients
1
AUM
$1.1M
Corporation or Business Clients
2
AUM
$576.2K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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