← Back to searchVisit website
IMS CAPITAL MANAGEMENT
IMS CAPITAL MANAGEMENT LLC
CRD 105939 · SEC 801-33939
9200 SE SUNNYBROOK BOULEVARD, SUITE 170, CLACKAMAS, OR, 97015, United States
Phone
503-788-4200
Fax
503-221-4483
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$380.9M
Discretionary AUM
$370.5M
Team
9 total employees; 7 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Pension consultingPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 202 | $19.1M |
| High net worth individuals | 62 | $196.6M |
| Investment companies | 1 | $68.4M |
| Charitable organizations | 16 | $25.5M |
| Insurance companies | 1 | — |
| Corporations/business entities | 1 | $70.7M |
States served
AZ, CA, ID, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD