I
$3.7M Total AUM
$3.7M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
3 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Horizon foundation
- Established Date
- 06-22-2023
- Office Locations
- 1
Office Locations
-- Moorpark CA
About Imagine Math
Imagine Math is a Moorpark-based RIA. The firm has been operating for 3 years. Managing $3.7M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$3.7M AVG AUM / ADVISOR
$466.5K AVG AUM / CLIENT
3.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
Upgrade to reveal position-level detail across catalyst matrix.
Unlock to compare peer behavior around harbor unison.
Premium access reveals conviction themes in vital timber ember.
See the complete signal summary connected to fusion.
Unlock to compare peer behavior around legacy vital.
Premium access reveals conviction themes in frontier frontier crest.
Open the full profile to inspect shifts in vital timber.
Premium access reveals conviction themes in optima north.
Asset Classes
Vector Pioneer Fusion frontier Legacy eagle
Investment Vehicles
Wave frontier
Services
Optima pathway Pathway beacon Horizon Vertex capital Foundation
Technology
Alpha glacier
Owner & Executives
C
Christine Marie White
Chief Compliance Officer, Owner
- CRD
- #7732711
- Ownership
- 75% or more
(591) 427-3923
peak.signal@catalystcapital.com
in linkedin.com/in/peak-foundation
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,731,709 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,731,709 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $3,731,709
Public Funds:
29.9% Equity - Exchange:
45.8% Cash:
24.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $402,366,531 | 29.9% |
| Equity - Exchange | $616,334,018 | 45.8% |
| Cash | $327,006,913 | 24.3% |
| Total | $1,345,707,462 | 100.0% |