I
$3.7M Total AUM
$3.7M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
3 yrs Firm Age
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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
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Asset Classes
Vector Pioneer Fusion frontier
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
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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 | -- |
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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% |