Imz Advisory Inc.
Imz Advisory Inc. is an SEC-registered wealth manager in Boca Raton, FL with $452.7M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Imz Advisory Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 314890, SEC 801-122106, data through 2026-03-03.
- AUM (assets under management / regulatory AUM)
- $452.7M (2026-03-03)
- Firm type
- Wealth Manager
- Location
- Boca Raton, FL
- Employees
- 4
- Clients
- 442
- CRD
- 314890
- Ownership
- CORREA, SHELLIE; ZAGORIA, IRWIN, MICHAEL; DAVIS, CORY, J; IMZ FINANCIAL SERVICES, INC.
How much AUM does Imz Advisory Inc. have?
Imz Advisory Inc. reported $452.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-03).
Who owns Imz Advisory Inc.?
Disclosed owners and executives of Imz Advisory Inc. include CORREA, SHELLIE, ZAGORIA, IRWIN, MICHAEL, DAVIS, CORY, J, IMZ FINANCIAL SERVICES, INC.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.