IMAGINE MATH

RIASEC Registered
Total AUM
$3.7M
Discretionary
$3.7M
100% of AUM
Avg account
$220K
Accounts
17
Employees
1
Advisory reps
1

Firm details

Headquarters
MOORPARK, California
CRD number
325433
Custodians
ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM
Client types
  • HNWI59.24%
  • Individuals40.76%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Imagine Math is a small, independent registered investment adviser that serves individual and family clients with a fee model based on a percentage of assets under management. Its advisory mandate centers on financial planning and portfolio management for individuals and small businesses. The firm favors pooled public vehicles as its primary public-market exposure but also allocates to a range of third‑party alternative managers to broaden return sources. Imagine Math is not an active ESG investor and is not registered as a multistate adviser; its operating profile and asset base point to a boutique practice focused on hands‑on relationships with a limited client roster.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 90%, Exchange Traded Equities 8%, Cash & Cash Equivalents 2%90%
  • Public Funds/Mutual Funds90%
  • Exchange Traded Equities8%
  • Cash & Cash Equivalents2%

Contacts

1 of 1
  • Christine White

    FounderCRD 7732711

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

MOORPARK, CA

VENTURA

Location

MOORPARK, CA

Headquartered in MOORPARK, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
VENTURA
Address
4120 Sterlingview Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth