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INVESTORS PORTFOLIO SERVICES LLC

PUYALLUP, WA · CRD 117299 · IAPD ↗ · 253-770-8118

$238.8MRegulatory AUM
3Advisory reps
3Employees
8Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2024 — INVESTORS PORTFOLIO SERVICES LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
62
April 2024 — INVESTORS PORTFOLIO SERVICES LLC reported RAUM up 38% ($134.7M -> $185.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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