DBA: IMS CAPITAL MANAGEMENT
| Total AUM | $380.9M |
| Discretionary | $370.5M97% of AUM |
| Non-Discretionary | $10.4M |
| Client Accounts | 556 |
| Avg Account Size | $685K |
| Employees | 9 |
| Peak AUM | $809.3MMar 2006 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $381M | 6.4% | +3.5% | +3.6% | |
| Discretionary AUM | $371M | ||||
| Total AUM | $380.9M |
| Discretionary | $370.5M |
| Employees | 9 |
| Client Accounts | 556 |
| Client Range | 0 |
Address
9200 SE SUNNYBROOK BOULEVARD
CLACKAMAS OR 97015
Phone
503-788-4200
Filing History
67 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$371M
97.3% of AUM
Non-Discretionary
$10M
2.7% of AUM
Disc. mix ▲ 1.3pp vs 1 year ago
| +6.2% /yrover 26 yrs · 67 filings |
Total AUM
$381M
| 5.1% |
| +4.0% |
| +3.1% |
| Non-Disc. AUM | $10M | 37.4% | 8.9% | +43.8% |
| Total Accounts | 556 | 1.9% | 0.1% | +2.8% |
| Avg Account Size | $685,141.716 | 4.5% | +3.6% | +0.8% |
| Employees | 9 | +12.5% | +4.0% | +2.4% |
| AUM / Employee | $42M | 16.8% | 0.5% | +1.2% |
Client AUM Segments | |||||
| Wealth AUM | $216M | 9.3% | +3.8% | +3.1% | |
| Institutional AUM | $97M | 6.8% | 2.0% | +3.0% | |
| Fund / Pooled AUM | $68M | +5.1% | +12.6% | +6.4% | |
Client Count Segments | |||||
| HNW Clients | 202 | 14.4% | 4.8% | +0.6% | |
| Institutional | 18 | 25.0% | 13.7% | 3.9% | |
| Pooled / Fund | 1 | 0.0% | 0.0% | 0.0% | |
| Individuals | 62 | +264.7% | +48.3% | +25.4% | |