Imz Advisory Inc.
● SEC registered since 2021CRD 314890SEC# 801-122106Boca Raton, FL
Reg. AUM
$452.7M
Employees
4
Accounts
502
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 $452.7 million in regulatory assets under management and employs 4 people.
Imz Advisory Inc. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cory J Davis Control | Vice President | Under 5% | 2021 |
| Imz Financial Services, Inc. Control | Owner | Over 75% | 2021 |
| Irwin Michael Zagoria Control | President And Ceo | Under 5% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Imz Advisory Inc. manage?
Imz Advisory Inc. reports $452.7 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
| Address | 137 W. Royal Palm Road, Boca Raton, FL 33432 |
| Phone | 561-368-2336 |
| Office hours | 8:45 a.m. - 4:30 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$452.7M▲ 19%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$452.7Mregulatory AUM
Discretionary $388.2MNon-discretionary $64.5M