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IMS CAPITAL MANAGEMENT
8995 S.E. Otty Road
Portland, Oregon 97086
Tel: 503-788-4200
About IMS CAPITAL MANAGEMENT
IMS CAPITAL MANAGEMENT, formally registered with the SEC as IMS CAPITAL MANAGEMENT. The firm was established in 03/23/1989. They have over 2 offices throughout the country.
IMS CAPITAL MANAGEMENT is a Portland, Oregon based Financial Planning firm with nearly $392,051,864 assets under management, offering retirement planning & investment advisory services to 570 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105939 |
| SEC# | 801-33939 |
| Assets Managed by Firm | $392,051,864 |
| No. of Clients | 570 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 570 | $392,051,864 |
| Individuals (other than high net worth individuals) | 240 | $181,397,878 |
| High net worth individuals | 19 | $49,440,832 |
| Pension and profit sharing plans | 3 | $458,847 |
| Charitable organizations | 11 | $21,735,053 |
| Corporations or other businesses | 10 | $19,270,618 |
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