Investment adviser · CRD 314890
IMZ ADVISORY INC.
Investment adviser filing (IA)
BOCA RATON, FL, United States · Form ADV filed Aug 12, 2026
- Regulatory AUM
- $453M Form ADV · Item 5.F
- Client accounts
- 502 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 125 | $246,858,226 | 54.5% |
| Retirement plans | 70 | $154,911,033 | 34.2% |
| Individuals | 247 | $50,970,726 | 11.3% |
Filing source
Form ADV 2125656 · Aug 12, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 12, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
137 W. ROYAL PALM ROADBOCA RATON, FL, 33432, United States
CRD 314890
Filing source
Form ADV 2125656 · Aug 12, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.