Douglas
Kintzinger

Ims Capital Management

CRD#5852413
Investment Advisor
in Happy Valley, OR

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Douglas Kintzinger is a financial advisor based in Happy Valley, Oregon, working with Ims Capital Management. Douglas has previously held positions at Ims Capital Management and Pacific Seafood. Douglas has passed the Series 65 regulatory exam and is registered to provide services in Oregon. Currently, Douglas is part of Ims Capital Management, which operates out of Happy Valley, Oregon. The firm has 1 office and 8 employees. The firm manages assets totaling $392.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, publication of newsletters, and educational seminars. The fee structure at Ims Capital Management includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

8995 S.E. Otty Road
Happy Valley, OR 97086

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Ims Capital Management Brokerage Details

Total Assets Under Management

$392,051,864

OR Average: $1,120,203,312
Total Number of Employees

8

OR Average: 50
Total Number of Accounts

570

OR Average: 1,309
Average Account Size

$687,810

OR Average: $855,770

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Douglas Kintzinger Work History

2010 - Present (14 years)

Ims Capital Management

2017 - 2021 (4 years)

Pacific Seafood

Disclosures

Please visit the SEC profile of Douglas Kintzinger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ims Capital Management

Daniel Belica
Happy Valley, OR
Douglas Kintzinger
Happy Valley, OR
Christopher Magana
Happy Valley, OR
Steve Haug
Eugene, OR
Carl Marker
Portland, OR

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started