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).

Current Firm Details
8995 S.e. Otty Road, Portland, OR 97086
https://twitter.com/imscapital
By the Numbers
  • Total Assets Under Management
    392
    MILLION
  • Total Number of Accounts
    570
    ACCOUNTS
  • Average Account Value
    $687,810
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, ID, NY, OR, TX, UT, WA

Financial Advisors at Ims Capital Management
Showing 1 - 5 of 5 top financial advisors.
1
Daniel Belica, financial advisor Portland OR
Daniel A. Belica
CRD#: 502448
8995 S.e. Otty Road, Portland, OR 97086

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.

2
Steve Haug, financial advisor Eugene OR
Steve F. Haug
CRD#: 2624111
450 Country Club Rd, Ste 325, Eugene, OR 97401

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.

3
Douglas Kintzinger, financial advisor Portland OR
Douglas P. Kintzinger
CRD#: 5852413
8995 S.e. Otty Road, Portland, OR 97086

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.

4
Christopher Magana, financial advisor Portland OR
Christopher L. Magana
CRD#: 4905686
8995 S.e. Otty Road, Portland, OR 97086

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.

5
Carl Marker, financial advisor Portland OR
Carl W. Marker
CRD#: 1886007
8995 Se Otty Road, Portland, OR 97266

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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