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| Investors Portfolio Services LLC
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|---|---|
| CRD # | 117299 |
| SEC # | 801-120692 |
| CIK # | 0002073833 |
| AUM | 238.8 M (2026-03-30) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 253-770-8118 |
| Address | 2832 South Meridian Puyallup, WA 98373 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Costco Wholesale Corp /NEW | 5.4 | ||
| McDonalds Corp | 3.7 | ||
| Timberland Bancorp Inc | 1.4 | ||
| Apple Inc | 0.8 | ||
| Nvidia Corp | 0.7 | ||
| Microsoft Corp | 0.7 | ||
| Qualcomm Inc/DE | 0.6 | ||
| Bank of America Corp /DE/ | 0.5 | ||
| O Reilly Automotive Inc | 0.5 | ||
| Palo Alto Networks Inc | 0.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 206 | 78.8 |
| (b) Individuals (high net worth individuals) | 83 | 158.4 |
| (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 | 0.0 |
| (h) Charitable organizations | 1 | 1.1 |
| (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 | 2 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 830 | 238.8 |
| By Discretionary | ||
| Discretionary | 762 | 237.6 |
| Non-Discretionary | 68 | 1.3 |
| Total | 830 | 238.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 238.8 | |
| Total | 830 | 238.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002073833] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 8 |
| Serves | Institutional, Retail, Research |
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