Steve
Haug
Ims Capital Management
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About this Advisor
Steve Haug is a financial advisor working in Eugene, Oregon who has 20 years of industry experience. Haug is an advisor for Ims Capital Management. They have been an employee of Ims Capital Management for the entirety of their career. Haug has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in California, Oregon and Washington. Ims Capital Management is an advisory company that has its headquarters in Happy Valley, OR. The investment advisory business has a total of eight people on staff. It controls $343 million in total assets across its 557 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. The firm advises 11 charities and foundations. Of its 557 accounts, just 7% are held by high-net-worth clients who have greater than $1 million in assets. The firm has a number of services, such as 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. A financial advisor's fees largely vary depending on which services are offered. However, fee types billed by Ims Capital Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ims Capital Management Brokerage Details
$343,442,757
8
557
$616,594
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
Steve Haug Work History
Steve has been registered as a financial advisor for 20 years.*
Ims Capital Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Steve Haug 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
Happy Valley, OR
Happy Valley, OR
Happy Valley, OR
Eugene, OR
Portland, OR
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