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Investors Portfolio Services LLC

EST. AUM
$238,839,710

CONTACTS

CLIENT ACCOUNTS
830

Firm Details

Metro area Seattle
CRD Number 117299
Website investorsportfolioservices.com
Client types

Overview

Investors Portfolio Services LLC is a fee-based registered investment advisor headquartered in Puyallup, Washington, providing financial planning, asset management, and retirement plan consulting services to individuals, families, and businesses. The firm describes itself as the largest independent registered investment advisor in Puyallup and operates as a fiduciary, with all advisors committed to acting in clients' best interests. Clients' investments are custodied through Schwab and Altruist advisory platforms, which provide execution services, reporting, and market access.

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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