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Imagine Financial Security LLC

Imagine Financial Security LLC. CRD 311694

Imagine Financial Security LLC logo

CRD: 311694

Imagine Financial Security LLC

Chattanooga, TN, 37402
9043232069
imaginefinancialsecurity.com
$56.4M Total AUM
$56.4M Disc. AUM
-- 3Y CAGR
1 Employees
52 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Tiaa
Clients
Retail
Platforms
Atlas capitalPioneer +more
Established Date
01-29-2021
Office Locations
1

Office Locations

1100 Market Street Suite 600 Chattanooga TN

About Imagine Financial Security LLC

Imagine Financial Security (Chattanooga, TN) is an independent, fee-only fiduciary RIA focused on retirement planning for clients entering the distribution phase. The team (CFP, RICP, EA) provides retirement income planning, tax optimization, and ongoing investment management, serving families nationwide virtually. The firm caps advisor household load for deeper service and primarily implements portfolios with ETFs (custodied at Schwab).

Team overview

37 AVG AGE
$56.4M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
5.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age

Insights

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Asset Classes

Delta Optima

Client Personas

Unison meridian Vertex prime

Custodian

Meridian Prime meridian Vertex optima Crest Momentum prime Signal Vertex vector Value

Investment Themes

Harbor Delta Horizon beacon

Investment Vehicles

Catalyst Matrix focus

Services

Atlas Summit pioneer Legacy Meridian catalyst Fusion summit Prime legacy Vertex signal Pioneer Optima vector Fusion Oak bridge Foundation ridge Fusion

Technology

Eagle signal Pioneer capital Eagle Timber optima Legacy Signal Delta

Owner & Executives

KEVIN RYAN LAO

KEVIN RYAN LAO

Chief Compliance Officer, Financial Planner, Managing Member, Owner

CRD
#5569262
Ownership
75% or more
(518) 623-1026
element.focus@legacycapital.com
in linkedin.com/in/north-delta

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $56,351,808 --
Non-Discretionary $0 --
Total $56,351,808 --

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Separately Managed Accounts

Total SMA Asset: $56,351,808

$56.4M Total SMA
Equity - Exchange:
29.7%
Public Funds:
12.1%
U.S. Government/Agency:
32.6%
Municipal Bonds:
25.6%
Asset class Assets Assets %
Equity - Exchange $636,973,261 29.7%
Public Funds $259,507,625 12.1%
U.S. Government/Agency $699,169,303 32.6%
Municipal Bonds $549,040,924 25.6%
Total $2,144,691,113 100.0%

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