Imagine Financial Services

Overview

Imagine Financial Services is an independent registered investment adviser organized as a limited liability company and operated by an individual owner. The firm functions as a capital allocator for individual and family clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting support and the selection of other advisers. Their stated investment preference is equities: exchange-traded securities are the dominant holding type across client portfolios, and the firm manages on a discretionary basis for the bulk of its clients. Fee arrangements include percentage-of-AUM billing alongside fixed fees, and the adviser does not identify as an active ESG investor. The firm’s behavior on filings indicates a compact practice that emphasizes liquid public markets while also deploying third‑party managers when seeking exposure to real assets. Imagine Financial Services is not structured as a multi-state adviser and is not newly formed; it positions itself to provide hands-on portfolio construction and manager selection for individuals, families and small-business clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices