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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 8, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GALLO, FRANK, VINCENT | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| GALLO, FRANK, VINCENT | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| CASH FLOW ANALYSIS LLC | DE | MEMBER | E | Control |
| CASH FLOW ANALYSIS LLC | DE | MEMBER | E | Control |
| GALLO, FRANK, VINCENT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| GALLO, FRANK, VINCENT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| GALLO, FRANK, VINCENT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| GALLO, FRANK, VINCENT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| GALLO, FRANK, VINCENT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| GALLO, FRANK, VINCENT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| GALLO, FRANK, VINCENT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| GALLO, FRANK, VINCENT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| GALLO, FRANK, VINCENT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| GALLO, FRANK, VINCENT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| GALLO, FRANK, VINCENT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| GALLO, FRANK, VINCENT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| GALLO, FRANK, VINCENT | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| TJB ADVISORY LLC | DE | MEMBER | B | |
| TJB ADVISORY LLC | DE | MEMBER | B |
Registrations
Federal
IA
Aug 8, 2025 REGISTERED
Notice Filings (3)
AZ TX WA
Address
2832 SOUTH MERIDIANSUITE 201
PUYALLUP, WA 98373
United States
Phone: 253-770-8118