INVESTORS PORTFOLIO SERVICES LLC

PUYALLUP, Washington·1 registered advisor·CRD# 117299
SEC# 801-1206920253-770-8118
01

Firm Overview

AUM
$186M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REFERRAL FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at INVESTORS PORTFOLIO SERVICES LLC

1 registered advisor
Frank Vincent Gallo
PUYALLUP, Washington
05

Office Locations

PUYALLUP, Washington
1 advisor

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Data sourced from SEC Form ADV filings. INVESTORS PORTFOLIO SERVICES LLC (CRD# 117299) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.