| 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 |
Investors Portfolio Services LLC reports $216.5 million in regulatory assets under management on its Form ADV.
Investors Portfolio Services LLC reports 3 employees.
Investors Portfolio Services LLC is based in Puyallup, WA and has been SEC-registered since 2021.
Investors Portfolio Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $215.7M |
| Non-discretionary | $869K |
| Total (RAUM) | $216.5M |