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INVESTMENT PERFORMANCE SERVICES LLC
INVESTMENT PERFORMANCE SERVICES LLC
SAVANNAH, Georgia
·
8 registered advisors
·
CRD# 105527
SEC# 801-33204
1
912-352-2862
01
Firm Overview
AUM
$618M
Regulatory assets under management
Employees
32
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Subscription fees
Other: PERCENTAGE OF ASSETS AS TO WHICH IPS PROVIDES INVESTMENT ADVICE
03
Specialties
Wealth Management
04
Advisors at INVESTMENT PERFORMANCE SERVICES LLC
8 registered advisors
Christopher Mcdonough
SAVANNAH, Georgia
CRD# 7034490
Jennifer Mink Holmes
SAVANNAH, Georgia
CRD# 3067760
John Francis Whitmore
SAVANNAH, Georgia
CRD# 3135967
John Frederick Statts
SAVANNAH, Georgia
CRD# 1440354
Mitchell Joseph Green
SAVANNAH, Georgia
CRD# 2198267
Richard Ira Sichel
SAVANNAH, Georgia
CRD# 4572908
Stephen John Lange
SAVANNAH, Georgia
CRD# 4572903
Susan Catherine Tuttle
SAVANNAH, Georgia
CRD# 6464901
05
Office Locations
SAVANNAH, Georgia
8 advisors
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Data sourced from SEC Form ADV filings. INVESTMENT PERFORMANCE SERVICES LLC (CRD# 105527) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.