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IMZ ADVISORY INC.
CRD 314890 · SEC 801-122106
137 W. ROYAL PALM ROAD, BOCA RATON, FL, 33432, United States
Phone
561-368-2336
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$452.7M
Discretionary AUM
$388.2M
Team
4 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-03
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 247 | $51.0M |
| High net worth individuals | 125 | $246.9M |
| Pension/profit sharing plans | 70 | $154.9M |
States served
NC, FL
All web addresses on file
Official SEC filing: View on IAPD