Ims Capital Management
Ims Capital Management (CRD# 105939) is a financial advisory firm headquartered in Portland, OR. They manage $392,051,864 in 570 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management392MILLION
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Total Number of Accounts570ACCOUNTS
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Average Account Value$687,810
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, ID, NY, OR, TX, UT, WA
Daniel Belica (CRD# 502448) is an Investment Advisor Representative working at Ims Capital Management in Portland, OR and has over 20 years of experience in the finance industry.
Steve Haug (CRD# 2624111) is an Investment Advisor Representative working at Ims Capital Management in Eugene, OR and has over 28 years of experience in the finance industry.
Douglas Kintzinger (CRD# 5852413) is an Investment Advisor Representative working at Ims Capital Management in Portland, OR and has over 13 years of experience in the finance industry.
Christopher Magana (CRD# 4905686) is an Investment Advisor Representative working at Ims Capital Management in Portland, OR and has over 19 years of experience in the finance industry.
Carl Marker (CRD# 1886007) is an Investment Advisor Representative working at Ims Capital Management in Portland, OR and has over 35 years of experience in the finance industry.