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IMZ ADVISORY INC.
CRD 314890File 801-122106
APPROVED
Retail clients
Filing as of Aug 12, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$452.7M
Above cohort median (national)
Discretionary AUM
$388.2M
Non-discretionary $64.5M
Clients
442
502 accounts
Employees
4
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Aug 18, 2021
- Principal office
- 137 W. ROYAL PALM ROAD, BOCA RATON, FL, 33432
- Phone
- 561-368-2336
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $452.7M
- Discretionary AUM
- $388.2M
- Non-discretionary AUM
- $64.5M
- Discretionary accounts
- 442
- Non-discretionary accounts
- 60
- Total accounts
- 502
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 125 | $246.9M |
| Pension and profit sharing plans | 70 | $154.9M |
| Individuals (other than high net worth individuals) | 247 | $51.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 298 | 442 | increased by144 |
| Apr 1, 2026 | AUM | $381,697,000 | $452,739,985 | increased by$71,042,985 |
| Apr 1, 2026 | Accounts | 655 | 502 | decreased by153 |
| May 1, 2025 vs Oct 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 72 | 298 | increased by226 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $100,963,000 | $381,697,000 | increased by$280,734,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 122 | 655 | increased by533 |
| Feb 1, 2022 | Custody | Yes | No | |
| Feb 1, 2022 | Clients | 35 | 72 | increased by37 |
| Feb 1, 2022 | AUM | $40,226,000 | $100,963,000 | increased by$60,737,000 |
| Feb 1, 2022 | Accounts | 61 | 122 | increased by61 |
| Jan 1, 2022 | Custody | No | Yes | |
| Jan 1, 2022 | AUM | $0 | $40,226,000 | increased by$40,226,000 |
| Jan 1, 2022 | Accounts | 0 | 61 | increased by61 |
| Sep 1, 2021 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “IMZ ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“IMZ ADVISORY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.