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Building 2INDEPENDENT RETIREMENT PLAN SERVICES, LLC

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Phone(206) 463-6700
NotebookSEC #801-60668
Total AUM
$45.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8AM-5PM
Monday - Friday
Phone
(206) 463-6700

ReceiptFinancials

Total AUM
$45.5M
Accounts
2
Discretionary
$0
Accounts
0
Non-Discretionary
$45.5M
Accounts
2

ContactClients

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None reported

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Services Offered
Institutional Portfolio ManagementMarket TimingPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

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Disclosures

None reported

State Registrations
CATXWA

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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