Imagine Math
Firm details
- Headquarters
- Moorpark, California
- CRD number
- 325433
- Website
- www.imaginemath.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI59.24%
- Individuals40.76%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Imagine Math LLC is an independent, LLC‑structured registered investment adviser serving individuals and families. The firm is owner‑managed and focuses on financial planning and discretionary portfolio management for individual clients and small businesses. Its fee model is a percentage of assets under management. Imagine Math does not identify as an active ESG investor, is not a multi‑state adviser, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Exchange Traded Equities8%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Christine White
FounderCRD 7732711
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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