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Welcome to Independent Capital Management
Real Advice from Real People
Contact Us
1401 Dove Street, Suite 430
Newport Beach, CA 92660
Phone: 888-660-1053
Fax: (949) 453-7672
We appreciate and rely on the resources that come with being part of one of the largest networks of independent advisors in America. SagePoint Financial is part of the Advisor Group whose strengths, combined with the collective strengths of our advisors, provide powerful momentum to meet the next generation of challenges and opportunities. The Advisor Group manages $146.7 Billion in assets for clients and has annual gross revenue of $1.3 Billion.
ICM Lending was created to provide unbiased, mortgage analysis and competitive solutions for our clients’ real estate needs. History has shown that home ownership can potentially assist in financial security, tax advantages, and long term wealth accumulation.
Insurance License Number: 0795190
Securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC. Some representatives of SagePoint Financial, Inc. are also Investment Advisor Representatives of Independent Capital Management, Inc., a registered investment advisor which is not affiliated with SagePoint Financial, Inc. Certain insurance services are also offered through Independent Capital Management, Inc. Securities may lose value, Not FDIC/NCUA insured, Not Bank or Credit Union guaranteed. ICM Real Estate DBA ICM Lending is a wholly owned subsidiary of ICM. ICM iså a separate company from SagePoint Financial, Inc.
This communication is strictly intended for individuals residing in the states of AK, AL, AZ, AR, CA, CO, CT, DC, FL, GA, HI,IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC,ND, NE, NH,NJ, NM, NY, NC,ND,NV, OH, OK, OR, PA, RI, SC, TN, TX, UT, VT, VA, WA, WV, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.
IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
The Inc. 500 is ranked according to percentage revenue growth for four years. Additionally, they have to be US based, privately held, for profit, and independent -- not subsidiaries or divisions of other companies. ICM was named to the Inc 500 in 1996 and 1997.