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 15 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 24 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 11 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 9 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 18 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 21 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 16 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 10 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 13 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 21 years of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.