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Managing Member · Investors Portfolio Services LLC

Thomas J. Bowman

CRD 6343756 · Named on Form ADV at one SEC-registered adviser

At a glance

Investors Portfolio Services LLC, an SEC-registered wealth manager based in Puyallup, WA with $239 million in regulatory assets, lists Thomas J. Bowman on its Form ADV as Managing Member, a control person.

Firms and roles

AtlasMembers

Thomas’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Frank V. GalloChief Executive Officer/chief Compliance Officer, Investors Portfolio Services LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Thomas’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.