Independent Capital Management

Independent Capital Management (CRD# 121354) is a financial advisory firm headquartered in San Diego, CA. They manage $1,035,200 in 15 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
    15
    ACCOUNTS
  • Average Account Value
    $69,013
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 14 top financial advisors.
1
Marie L. Cammack
CRD#: 4599611
2716 Ocean Park Boulevard, Suite 2020, Santa Monica, CA 90405
93
Wealthminder
score

Marie Cammack (CRD# 4599611) is an Investment Advisor Representative working at Independent Capital Management in Santa Monica, CA and has over 14 years of experience in the finance industry.

2
Susan R. Green
CRD#: 2320825
3131 Camino Del Rio North, Suite 1150, San Diego, CA 92108
93
Wealthminder
score

Susan Green (CRD# 2320825) is an Investment Advisor Representative working at Independent Capital Management in San Diego, CA and has over 23 years of experience in the finance industry.

3
Anh M. Huynh
CRD#: 5153412
625 S. Fair Oaks Avenue,, Suite 290, South Pasadena, CA 91030
93
Wealthminder
score

Anh Huynh (CRD# 5153412) is an Investment Advisor Representative working at Independent Capital Management in South Pasadena, CA and has over 10 years of experience in the finance industry.

4
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 8 years of experience in the finance industry.

5
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 17 years of experience in the finance industry.

6
David A. Lumiqued
CRD#: 2689449
3131 Camino Del Rio North, Suite 1150, San Diego, CA 92108
93
Wealthminder
score

David Lumiqued (CRD# 2689449) is an Investment Advisor Representative working at Independent Capital Management in San Diego, CA and has over 20 years of experience in the finance industry.

7
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 15 years of experience in the finance industry.

8
Pamela Rodriguez
CRD#: 5393490
3131 Camino Del Rio North, Suite 1150, San Diego, CA 92108
93
Wealthminder
score

Pamela Rodriguez (CRD# 5393490) is an Investment Advisor Representative working at Independent Capital Management in San Diego, CA and has over 9 years of experience in the finance industry.

9
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 12 years of experience in the finance industry.

10
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 20 years of experience in the finance industry.

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