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INVESTMENT PERFORMANCE SERVICES LLC
SAVANNAH, GA
912-352-2862
SEC #801-33204Total AUM
$763.7M
Employees
34Clients
3Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
570 EAST YORK STREET
SAVANNAH
GA 31401
United States
SAVANNAH
GA 31401
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
912-352-2862
Other Offices
1
Financials
Total AUM
$763.7M
Accounts
8Discretionary
$763.7M
Accounts
8Non-Discretionary
$0
Accounts
0
Clients
Pension/Profit Sharing Plan Clients
1AUM
$624M
Corporation or Business Clients
1AUM
$14.4M
Other Clients
1AUM
$125.3M
Description of Other Clients
ASSETS UNDER ADVISEMENT FOR TRAINING FUNDS, EDUCATION FUNDS OR ENDOWMENT FUNDS/CLIENTS
Services
Services Offered
Advisor / Fund Manager SelectionEducationInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
ASSET ALLOCATION AND INVESTMENT GUIDELINES ADVICE
Compensation Types
Charges Fixed FeeCharges Other Fee
Other Compensation
PERCENTAGE OF ASSETS AS TO WHICH IPS PROVIDES INVESTMENT ADVICE
Compliance
Disclosures
None reported
State Registrations
PA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.