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John Frederick Statts

INVESTMENT PERFORMANCE SERVICES LLC·SAVANNAH, Georgia
Clean recordINVESTMENT PERFORMANCE SERVICES LLC
570 EAST YORK STREET, SAVANNAH, GA 31401CRD# 1440354Firm CRD# 105527

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Frederick Statts · SAVANNAH, GA
Registration
CRD #1440354 · INVESTMENT PERFORMANCE SERVICES LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Frederick Statts is a registered financial advisor based in SAVANNAH, Georgia, affiliated with INVESTMENT PERFORMANCE SERVICES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
INVESTMENT PERFORMANCE SERVICES LLC
INVESTMENT PERFORMANCE SERVICES LLC
AUM
$618M
Regulatory assets under management
Employees
32
Total firm employees
Services
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Subscription fees
Other: PERCENTAGE OF ASSETS AS TO WHICH IPS PROVIDES INVESTMENT ADVICE
Regulatory
SEC/IARD CRD# 1440354
Firm CRD# 105527
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Frederick Statts offer?
John Frederick Statts specializes in Wealth Management. Contact their office in SAVANNAH, Georgia for a consultation.
What are John Frederick Statts's credentials?
John Frederick Statts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Frederick Statts located?
John Frederick Statts is based in SAVANNAH, Georgia, working with INVESTMENT PERFORMANCE SERVICES LLC. Their office serves clients in the SAVANNAH metropolitan area and surrounding communities.
How does John Frederick Statts charge for services?
John Frederick Statts's firm is compensated through subscription fees, other: percentage of assets as to which ips provides investment advice. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INVESTMENT PERFORMANCE SERVICES LLC?
INVESTMENT PERFORMANCE SERVICES LLC has approximately 32 employees and manages $618M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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