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INVESTMENT PERFORMANCE SERVICES LLC

SAVANNAH, GA · CRD 105527 · IAPD ↗ · ips-net.com · 912-352-2862

$763.7MRegulatory AUM
11Advisory reps
34Employees
262Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

43
April 2025 — INVESTMENT PERFORMANCE SERVICES LLC shrank from 15 to 11 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
60
April 2024 — INVESTMENT PERFORMANCE SERVICES LLC crossed $500M in regulatory AUM ($495.0M -> $617.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.