Overview
Assets Under Management: $407 million
Headquarters: PORTLAND, OR
High-Net-Worth Clients: 6
Average Client Assets: $32 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 6
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.77
Average High-Net-Worth Client Assets: $32 million
Total Client Accounts: 567
Discretionary Accounts: 514
Non-Discretionary Accounts: 53
Regulatory Filings
CRD Number: 105939
Filing ID: 1962941
Last Filing Date: 2025-03-21 09:13:00
Website: https://imscapital.com