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Building 2IMS CAPITAL MANAGEMENT

Map pinCLACKAMAS, OR
Phone503-788-4200
NotebookSEC #801-33939
Total AUM
$380.9M
Employees
9
Clients
284

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9200 SE SUNNYBROOK BOULEVARD
SUITE 170
CLACKAMAS
OR 97015
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
503-788-4200
Other Offices
1

ReceiptFinancials

Total AUM
$380.9M
Accounts
556
Discretionary
$370.5M
Accounts
499
Non-Discretionary
$10.4M
Accounts
57

ContactClients

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Individual Clients
202
AUM
$19.1M
HNW Individual Clients
62
AUM
$196.6M
Investment Company Clients
1
AUM
$68.4M
Pension/Profit Sharing Plan Clients
1
AUM
$714.2K
Charitable Organization Clients
16
AUM
$25.5M
Insurance Company Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$70.7M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAIDORTXWA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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