CRD: 310560
Imagine Financial Services
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- VertexMomentum capital +more
- Established Date
- 10-21-2020
- Office Locations
- 1
Office Locations
About Imagine Financial Services
Imagine Financial Services is a woman-owned, fee-only fiduciary advisory firm led by CFP Marianne Nolte in Lake Havasu City, AZ, serving women and families virtually and in person. IFS delivers tax-smart financial planning and ongoing investment management, with portfolios largely implemented via ETFs and complemented by U.S. government/agency fixed income. Independent from broker-dealers/insurers; works with custodians including Schwab and Altruist; member of NAPFA and XY Planning Network.
Team overview
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Asset Classes
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Marianne Martini Nolte
Chief Compliance Officer, Chief Executive Officer, FOUNDER
- CRD
- #6368554
- Ownership
- 75% or more
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,956,482 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,956,482 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,956,482
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $204,365,057 | 16.1% |
| U.S. Government/Agency | $548,358,415 | 43.2% |
| Cash | $516,624,710 | 40.7% |
| Total | $1,269,348,182 | 100.0% |