Ims Capital Management

Ims Capital Management (CRD# 105939) is a financial advisory firm headquartered in Portland, OR. They manage $184,518,731 in 794 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    185
    MILLION
  • Total Number of Accounts
    794
    ACCOUNTS
  • Average Account Value
    $232,391
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 A. Belica
CRD#: 502448
8995 S.e. Otty Road, Portland, OR 97086
93
Wealthminder
score

Daniel Belica (CRD# 502448) is an Investment Advisor Representative working at Ims Capital Management in Portland, OR and has over 12 years of experience in the finance industry.

2
Douglas P. Kintzinger
CRD#: 5852413
8995 S.e. Otty Road, Portland, OR 97086
93
Wealthminder
score

Douglas Kintzinger (CRD# 5852413) is an Investment Advisor Representative working at Ims Capital Management in Portland, OR and has over 5 years of experience in the finance industry.

3
Christopher L. Magana
CRD#: 4905686
8995 S.e. Otty Road, Portland, OR 97086
93
Wealthminder
score

Christopher Magana (CRD# 4905686) is an Investment Advisor Representative working at Ims Capital Management in Portland, OR and has over 11 years of experience in the finance industry.

4
Carl W. Marker
CRD#: 1886007
8995 Se Otty Road, Portland, OR 97266
93
Wealthminder
score

Carl Marker (CRD# 1886007) is an Investment Advisor Representative working at Ims Capital Management in Portland, OR and has over 28 years of experience in the finance industry.

5
Steve F. Haug
CRD#: 2624111
450 Country Club Rd, Ste 325, Eugene, OR 97401
63
Wealthminder
score

Steve Haug (CRD# 2624111) is an Investment Advisor Representative working at Ims Capital Management in Eugene, OR and has over 21 years of experience in the finance industry.

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