Independent Capital Management

Independent Capital Management (CRD# 121354) is a financial advisory firm headquartered in San Diego, CA. They manage $1,361,153 in 14 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $97,225
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
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.

CA

Financial Advisors at Independent Capital Management
Showing 1 - 10 of 11 top financial advisors.
1
Marie L. Cammack
CRD#: 4599611
3131 Camino Del Rio North, Suite 810, San Diego, CA 92109
93
Wealthminder
score

Marie Cammack (CRD# 4599611) is an Investment Advisor Representative working at Independent Capital Management in San Diego, CA and has over 15 years of experience in the finance industry.

2
Susan R. Green
CRD#: 2320825
,
93
Wealthminder
score

Susan Green (CRD# 2320825) is an Investment Advisor Representative working at Independent Capital Management in , and has over 25 years of experience in the finance industry.

3
Alan Iinuma
CRD#: 5600099
19191 S.vermont Ave., Torrance, CA 90502
93
Wealthminder
score

Alan Iinuma (CRD# 5600099) is an Investment Advisor Representative working at Independent Capital Management in Torrance, CA and has over 9 years of experience in the finance industry.

4
Jonathan S. Isaac
CRD#: 4000884
3131 Camino Del Rio North, Suite 1150, San Diego, CA 92108
93
Wealthminder
score

Jonathan Isaac (CRD# 4000884) is an Investment Advisor Representative working at Independent Capital Management in San Diego, CA and has over 18 years of experience in the finance industry.

5
Tina M. Montoya
CRD#: 4387760
19191 S. Vermont Avenue, Suite 170, Torrance, CA 90502
93
Wealthminder
score

Tina Montoya (CRD# 4387760) is an Investment Advisor Representative working at Independent Capital Management in Torrance, CA and has over 16 years of experience in the finance industry.

6
Don A. Ventura
CRD#: 4718145
3131 Camino Del Rio North, Suite 1150, San Diego, CA 92108
93
Wealthminder
score

Don Ventura (CRD# 4718145) is an Investment Advisor Representative working at Independent Capital Management in San Diego, CA and has over 14 years of experience in the finance industry.

7
Kevin J. Yoneda
CRD#: 2775510
3131 Camino Del Rio North, Suite 1150, San Diego, CA 92108
93
Wealthminder
score

Kevin Yoneda (CRD# 2775510) is an Investment Advisor Representative working at Independent Capital Management in San Diego, CA and has over 21 years of experience in the finance industry.

8
William R. Farraj
CRD#: 3132592
7700 Irvine Center Drive, Suite 630, Irvine, CA 92618
83
Wealthminder
score

William Farraj (CRD# 3132592) is an Investment Advisor Representative working at Independent Capital Management in Irvine, CA and has over 19 years of experience in the finance industry.

9
Patricia W. Gammon
CRD#: 2308177
7700 Irvine Center Drive, Suite 630, Irvine, CA 92618
83
Wealthminder
score

Patricia Gammon (CRD# 2308177) is an Investment Advisor Representative working at Independent Capital Management in Irvine, CA and has over 25 years of experience in the finance industry.

10
Michael G. Ferrera
CRD#: 2535545
4141 Inland Empire Blvd., Suite 301, Ontario, CA 91764
81
Wealthminder
score

Michael Ferrera (CRD# 2535545) is an Investment Advisor Representative working at Independent Capital Management in Ontario, CA and has over 23 years of experience in the finance industry.

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