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Ims Capital Management Inc.

● SEC registered since 1989CRD 105939SEC# 801-33939Portland, OR
Export (members)
Reg. AUM
$406.9M
Employees
8
Accounts
567
Location
Portland, OR

Ims Capital Management Inc. assets under management

Ims Capital Management Inc. is a registered investment adviser overseen by the SEC based in Portland, OR. The firm has been registered since 1989. It reports $406.9 million in regulatory assets under management and employs 8 people.
www.facebook.com/ims-capital-management-208398662513134/?ref=bookmarksView on SEC.gov ↗

Ims Capital Management Inc. owners & executives

5 reported
NameTitleOwnershipSince
Carl William Marker ControlCeo, Chief Investment Officer/Chairman Of The Board/Director/SecretaryOver 75%1988
Christopher L MaganaPresident And Chief Compliance Officer10-25%2015
Daniel Allan BelicaManaging DirectorUnder 5%2014
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Frequently asked questions

How much does Ims Capital Management Inc. manage?

Ims Capital Management Inc. reports $406.9 million in regulatory assets under management on its Form ADV.

How many employees does Ims Capital Management Inc. have?

Ims Capital Management Inc. reports 8 employees.

Where is Ims Capital Management Inc. located?

Ims Capital Management Inc. is based in Portland, OR and has been SEC-registered since 1989.

Does Ims Capital Management Inc. disclose fund performance?

Ims Capital Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8995 S.e. Otty Road, Suite 170, Portland, OR 97086
Phone503-788-4200
Fax503-221-4483
Office hours8:00 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1343916
Discloses disciplinary historyNo

Assets under management

Discretionary$390.3M
Non-discretionary$16.6M
Total (RAUM)$406.9M