|
⚲
|
| Investment Performance Services LLC
✚
| |
|---|---|
| CRD # | 105527 |
| SEC # | 801-33204 |
| CIK # | |
| AUM | $617.9 MM (2024-03-27) |
| Employees | 32 (47% Investors, 0% Brokers) |
| Phone | 912-352-2862 |
| Address | 570 East York Street Savannah, GA 31401 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 563.5 |
| (h) Charitable organizations | 0 | 40.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 13.5 |
| (n) Other | 0 | 0.0 |
| Total | 5 | 617.9 |
| By Discretionary | ||
| Discretionary | 5 | 617.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5 | 617.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 617.9 | |
| Total | 5 | 617.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Hauser Retirement Solutions 2 LLC
✚
|
OH | 1.0 |
|
TRPC Advisory Services Inc
✚
|
TN | 0.9 |
|
Consequent Capital Management LLC
✚
|
GA | 0.7 |
|
Chatham Investment Advisors LLC
✚
|
PA | 0.7 |
|
Investrust Consulting LLC
✚
|
OK | 0.6 |
|
VERT Asset Management LLC
✚
|
CA | 0.3 |
|
Wheeler Retirement Plans LLC
✚
|
MN | 0.3 |
|
First Financial Coaching Inc
✚
|
MI | 0.3 |
|
2Xideas US Inc
✚
|
NY | 0.3 |
|
Genesia Investments LLC
✚
|
SC | 0.2 |