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Imz Advisory Inc.

● SEC registered since 2021CRD 314890SEC# 801-122106Boca Raton, FL
Export (members)
Reg. AUM
$381.7M
Employees
4
Accounts
655
Location
Boca Raton, FL

Imz Advisory Inc. assets under management

Imz Advisory Inc. operates as an SEC-registered investment adviser based in Boca Raton, FL. The firm has been registered since 2021. It reports $381.7 million in regulatory assets under management and employs 4 people.
www.imzfinancialservices.comView on SEC.gov ↗

Imz Advisory Inc. owners & executives

6 reported
NameTitleOwnershipSince
Cory J Davis ControlVice PresidentUnder 5%2021
Imz Financial Services, Inc. ControlOwnerOver 75%2021
Irwin Michael Zagoria ControlPresident And CeoUnder 5%2021
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Frequently asked questions

How much does Imz Advisory Inc. manage?

Imz Advisory Inc. reports $381.7 million in regulatory assets under management on its Form ADV.

How many employees does Imz Advisory Inc. have?

Imz Advisory Inc. reports 4 employees.

Where is Imz Advisory Inc. located?

Imz Advisory Inc. is based in Boca Raton, FL and has been SEC-registered since 2021.

Does Imz Advisory Inc. disclose fund performance?

Imz Advisory Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address137 W. Royal Palm Road, Boca Raton, FL 33432
Phone561-368-2336
Office hours8:45 a.m. - 4:30 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$322.8M
Non-discretionary$58.9M
Total (RAUM)$381.7M