INVESTORS PORTFOLIO SERVICES LLC

CRD 117299File 801-120692

APPROVED

Retail clients

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$238.8M

Below cohort median (national)

Discretionary AUM

$237.6M

Non-discretionary $1.3M

Clients

292

830 accounts

Employees

Below cohort median in WA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Apr 2, 2021
Principal office: 2832 SOUTH MERIDIAN, SUITE 201, PUYALLUP, WA, 98373
Phone: 253-770-8118
Website: https://www.facebook.com/profile.php?id=100063621201787

Assets & accounts

ADV Item 5F

Total regulatory AUM: $238.8M
Discretionary AUM: $237.6M
Non-discretionary AUM: $1.3M
Discretionary accounts: 762
Non-discretionary accounts: 68
Total accounts: 830
AUM per client: $818K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$576K
Charitable organizations	Fewer than 5	$1.1M
High net worth individuals	83	$158.4M
Individuals (other than high net worth individuals)	206	$78.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.