IMS Capital Management is an investment advisor in Portland with $390.39 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
930976985
SEC advisor number
801-33939
FINRA CRD number
105939
AUM ?
$392.05 mm
(as of 14 Mar 24)
Accounts
570
(as of 14 Mar 24)
Employees
8
(6 investment advisory or research)
Address
IMS Capital Management
8995 SE OTTY ROAD
PORTLAND
OR 97086
8995 SE OTTY ROAD
PORTLAND
OR 97086
Phone
503-788-4200
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
13 Sep 23
13F-HR
Quarterly holdings report by institutional manager
13 Sep 23
13F-HR
Quarterly holdings report by institutional manager
22 Feb 23
13F-HR
Quarterly holdings report by institutional manager
17 Nov 22
13F-HR
Quarterly holdings report by institutional manager
13 Jul 22
13F-HR
Quarterly holdings report by institutional manager
8 Apr 22
13F-HR
Quarterly holdings report by institutional manager
5 Jan 22
13F-HR
Quarterly holdings report by institutional manager
7 Oct 21
13F-HR
Quarterly holdings report by institutional manager
7 Jul 21