IMS Capital Management Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
IMS Capital Management Inc
CRD #105939
SEC #801-33939
CIK #1343916
AUM $310.6 MM (100% Disc, 100% US, 2020-03-25)
Employees10 (60% Investors, 0% Brokers)
Phone503-788-4200
Address8995 Se Otty Road
Portland, OR 97086
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
81064848632416201999200620132021
Sector Issuer Cap ($MM) Value ($MM)
AMZN 1,207,970.0 2.4
AAPL 1,372,810.0 2.3
JPST 1.8
MSFT 1,376,930.0 1.7
INTC 263,950.0 1.7
BAC 210,640.0 1.6
JNJ 381,110.0 1.6
IWF 1.6
DLTR 20,210.0 1.5
CME 65,430.0 1.5
View All
Holdings by Sector ($)
0.10.10.10.00.00.02014201620182020
Comparable Firms State AUM ($BB)
Private Client Services LLC
KY 0.3
American Independent Securities Group LLC
ID 0.3
MFA Asset Management LLC
MA 0.3
Foliometrix LLC
NE 0.3
The Retirement Network Ltd
IL 0.3
Horizon Advisory Services Inc
NY 0.3
New Capital Management LP
TX 0.3
Wealth Management Advisors LLC
MA 0.3
Lighthouse Financial Services Inc
CA 0.3
Cleveland Wealth LLC
OH 0.3
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com