INVESTORS PORTFOLIO SERVICES LLC
CRD #117299 SEC #801-120692 PUYALLUP, WA 253-770-8118
SEC Registered
Total AUM
$216.5M
Discretionary
$215.7M
Employees
3
Clients
10
Accounts
724
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $216.5M | $215.7M | $869.3K | 3 | 8 |
| Mar 2025 | $201.5M | $198.6M | $2.8M | 3 | 8 |
| Mar 2024 | $185.9M | $183.5M | $2.4M | 3 | 3 |
| Oct 2023 | $134.7M | $132.2M | $2.5M | 3 | 9 |
| Mar 2023 | $134.7M | $132.2M | $2.5M | 3 | 9 |
| Nov 2022 | $124.7M | $122.3M | $2.4M | 3 | 6 |
| Oct 2022 | $124.7M | $122.3M | $2.4M | 3 | 6 |
| Oct 2022 | $120.6M | $118.1M | $2.5M | 3 | 6 |
| Sep 2022 | $120.6M | $118.1M | $2.5M | 3 | 6 |
| Apr 2022 | $141.2M | $137.7M | $3.5M | 3 | 6 |
| Mar 2022 | $141.2M | $137.7M | $3.5M | 4 | 6 |
| Oct 2021 | $119.4M | $116.2M | $3.1M | 4 | 10 |
| Jun 2021 | $119.4M | $116.2M | $3.1M | 4 | 10 |
| Mar 2021 | $119.4M | $116.2M | $3.1M | 3 | 10 |
| Mar 2021 | $119.4M | $116.2M | $3.1M | 3 | 10 |
DateAug 2025
Total AUM$216.5M
Discretionary$215.7M
Non-Disc.$869.3K
Employees3
Clients8
DateMar 2025
Total AUM$201.5M
Discretionary$198.6M
Non-Disc.$2.8M
Employees3
Clients8
DateMar 2024
Total AUM$185.9M
Discretionary$183.5M
Non-Disc.$2.4M
Employees3
Clients3
DateOct 2023
Total AUM$134.7M
Discretionary$132.2M
Non-Disc.$2.5M
Employees3
Clients9
DateMar 2023
Total AUM$134.7M
Discretionary$132.2M
Non-Disc.$2.5M
Employees3
Clients9
DateNov 2022
Total AUM$124.7M
Discretionary$122.3M
Non-Disc.$2.4M
Employees3
Clients6
DateOct 2022
Total AUM$124.7M
Discretionary$122.3M
Non-Disc.$2.4M
Employees3
Clients6
DateOct 2022
Total AUM$120.6M
Discretionary$118.1M
Non-Disc.$2.5M
Employees3
Clients6
DateSep 2022
Total AUM$120.6M
Discretionary$118.1M
Non-Disc.$2.5M
Employees3
Clients6
DateApr 2022
Total AUM$141.2M
Discretionary$137.7M
Non-Disc.$3.5M
Employees3
Clients6
DateMar 2022
Total AUM$141.2M
Discretionary$137.7M
Non-Disc.$3.5M
Employees4
Clients6
DateOct 2021
Total AUM$119.4M
Discretionary$116.2M
Non-Disc.$3.1M
Employees4
Clients10
DateJun 2021
Total AUM$119.4M
Discretionary$116.2M
Non-Disc.$3.1M
Employees4
Clients10
DateMar 2021
Total AUM$119.4M
Discretionary$116.2M
Non-Disc.$3.1M
Employees3
Clients10
DateMar 2021
Total AUM$119.4M
Discretionary$116.2M
Non-Disc.$3.1M
Employees3
Clients10