INVESTMENT PERFORMANCE SERVICES LLC
CRD #105527 SEC #801-33204 SAVANNAH, GA 912-352-2862
SEC Registered
Total AUM
$746M
Discretionary
$746M
Employees
34
Clients
--
Accounts
4
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $746M | $746M | $0 | 34 | 189 |
| Mar 2025 | $746M | $746M | $0 | 34 | 189 |
| Mar 2024 | $617.9M | $617.9M | $0 | 32 | 189 |
| Mar 2023 | $495M | $495M | $0 | 38 | 188 |
| Mar 2022 | $516.6M | $516.6M | $0 | 37 | 179 |
| Sep 2021 | $484M | $484M | $0 | 36 | 168 |
| Mar 2021 | $484M | $484M | $0 | 36 | 168 |
| Mar 2020 | $48.5M | $48.5M | $0 | 33 | 165 |
| Mar 2019 | $32.7M | $32.7M | $0 | 30 | 160 |
| Oct 2018 | $32.1M | $32.1M | $0 | 31 | 152 |
| Mar 2018 | $32.1M | $32.1M | $0 | 30 | 152 |
| Aug 2017 | $28M | $28M | $0 | 26 | 100 |
| Feb 2017 | $28M | $28M | $0 | 26 | 100 |
| Mar 2002 | $0 | $0 | $0 | -- | -- |
DateMar 2025
Total AUM$746M
Discretionary$746M
Non-Disc.$0
Employees34
Clients189
DateMar 2025
Total AUM$746M
Discretionary$746M
Non-Disc.$0
Employees34
Clients189
DateMar 2024
Total AUM$617.9M
Discretionary$617.9M
Non-Disc.$0
Employees32
Clients189
DateMar 2023
Total AUM$495M
Discretionary$495M
Non-Disc.$0
Employees38
Clients188
DateMar 2022
Total AUM$516.6M
Discretionary$516.6M
Non-Disc.$0
Employees37
Clients179
DateSep 2021
Total AUM$484M
Discretionary$484M
Non-Disc.$0
Employees36
Clients168
DateMar 2021
Total AUM$484M
Discretionary$484M
Non-Disc.$0
Employees36
Clients168
DateMar 2020
Total AUM$48.5M
Discretionary$48.5M
Non-Disc.$0
Employees33
Clients165
DateMar 2019
Total AUM$32.7M
Discretionary$32.7M
Non-Disc.$0
Employees30
Clients160
DateOct 2018
Total AUM$32.1M
Discretionary$32.1M
Non-Disc.$0
Employees31
Clients152
DateMar 2018
Total AUM$32.1M
Discretionary$32.1M
Non-Disc.$0
Employees30
Clients152
DateAug 2017
Total AUM$28M
Discretionary$28M
Non-Disc.$0
Employees26
Clients100
DateFeb 2017
Total AUM$28M
Discretionary$28M
Non-Disc.$0
Employees26
Clients100
DateMar 2002
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--