Falists
← Back to search

PARTNERS INVESTMENT SERVICES, INC

PARTNERS INVESTMENT SERVICES, INC.

CRD 119709

Visit website

2215 DEVONSHIRE DRIVE, CLEVELAND HEIGHTS, OH, 44106, United States

Phone

330-656-5580

Fax

330-342-4046

Registration

— (—)

Source

State registered

Total AUM

Discretionary AUM

Team

1 total employees; 1 advisory reps; 20 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-04-22

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

All web addresses on file

Official SEC filing: View on IAPD