SourcingSourcing

INVESTORS PORTFOLIO SERVICES LLC

B52
CRD 117299·SEC 801-120692·PUYALLUP, WA
AUM
$238.8M
$100M-$500M
Est. Revenue
$2.4M
@ 1% on AUM
Est. EBITDA
$717K
@ 30% margin
Est. Deal Value
$5.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INVESTORS PORTFOLIO SERVICES LLC
CRD
117299
SEC file #
801-120692
EIN
453960846
DBA names
—

Economics

AUM
$238.8M
AUM band
$100M-$500M
AUM trajectory
'22'26
$119.4M → $238.8M▲ +100%
Client mix
Individuals Other206
Individuals High Net Worth83
Corporations2
Charitable Organizations1

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'22'26
4 advisors → 3 advisors▼ -25%
Primary office
PUYALLUP WA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
facebook.com/profile.php?id=100063621201787(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CASH FLOW ANALYSIS LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
CASH FLOW ANALYSIS LLC
TJB ADVISORY LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:facebook.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002073833
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-02-09
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0002073833-26-000003

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2783
Soi Zip Pct 200k Plus
0.0657
Soi Zip Returns 200k Plus
900
Soi Zip Total AGI
1,223,362
Fdic Zip Total Deposits
22,242,395,000
Fdic Zip Branch Count
524
Fdic Zip Top Banks
Columbia State Bank
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (21)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab5
Altruist4
E*trade4
Edgar Addresses
Mailing
2832 S MERIDIANSUITE 201PUYALLUP, WA 98373
Business
2832 S MERIDIANSUITE 201PUYALLUP, WA 98373
Edgar EIN
453960846
Edgar Recent Filings
13F-HR2026-05-14 · 0002073833-26-000003
13F-HR2026-02-09 · 0002073833-26-000002
Fdic Zip Branches Raw
Key Bank of WashingtonPuyallup, WA
U.S. Bank of Washington, National AssociationPuyallup, WA
Fdic Zip HHI
931.55
Fdic Zip Top Bank Share Pct
18.34
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI32,006
Returns2,470
Stub 2
AGI119,259
Returns3,160
Stub 3
AGI156,795
Returns2,540
Soi Zip Total Business Income
31,459
Soi Zip Total Cap Gains
59,125
Soi Zip Total Dividends
10,573
Soi Zip Total Returns
13,690
Trust Company Affiliate
No

People (3)

3
GALLO, FRANK, VINCENT
IAR · Executive Officer · 2.5%
2174876
Noah Daniel Fenz
IAR
7190793
THOMAS JAMES BOWMAN
IAR
6343756