Investors Portfolio Services LLC
● SEC registered since 2021CRD 117299SEC# 801-120692Puyallup, WA
Reg. AUM
$238.8M
Employees
3
Accounts
830
Location
Puyallup, WA
Investors Portfolio Services LLC assets under management
Investors Portfolio Services LLC is a registered investment adviser overseen by the SEC based in Puyallup, WA. The firm has been registered since 2021. It reports $238.8 million in regulatory assets under management and employs 3 people.
Investors Portfolio Services LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cash Flow Analysis LLC Control | Member | Over 75% | 2025 |
| Frank Vincent Gallo Control | Chief Executive Officer/Chief Compliance Officer | Under 5% | 1994 |
| Tjb Advisory LLC | Member | 10-25% | 2025 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Investors Portfolio Services LLC manage?
Investors Portfolio Services LLC reports $238.8 million in regulatory assets under management on its Form ADV.
How many employees does Investors Portfolio Services LLC have?
Investors Portfolio Services LLC reports 3 employees.
Where is Investors Portfolio Services LLC located?
Investors Portfolio Services LLC is based in Puyallup, WA and has been SEC-registered since 2021.
Does Investors Portfolio Services LLC disclose fund performance?
Investors Portfolio Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2832 South Meridian, Suite 201, Puyallup, WA 98373 |
| Phone | 253-770-8118 |
| Fax | 253-770-7787 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 2073833 |
| Discloses disciplinary history | No |
Regulatory AUM
$238.8M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$238.8Mregulatory AUM
Discretionary $237.6MNon-discretionary $1.3M