CRD: 117299
Investors Portfolio Services LLC
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-11-2012
- Office Locations
- 1
Office Locations
About Investors Portfolio Services LLC
Investors Portfolio Services is a Puyallup, WA fee-based RIA providing wealth management, retirement and business planning alongside ongoing portfolio management. The team acts as a fiduciary and includes CFP and CFA professionals. The firm supports business owners with employee contribution and ERISA retirement plan consulting, and typically custodies client assets at Charles Schwab and Altruist.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
FRANK VINCENT GALLO
Chief Compliance Officer, Chief Executive Officer, Partner
- CRD
- #2174876
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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THOMAS JAMES BOWMAN
Wealth Manager
- CRD
- #6343756
Noah Daniel Fenz
Wealth Manager
- CRD
- #7190793
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $237,572,266 | $311,775 |
| Non-Discretionary | $1,267,444 | $18,639 |
| Total | $238,839,710 | $287,759 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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