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| IMZ Advisory Inc
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| CRD # | 314890 |
| SEC # | 801-122106 |
| CIK # | 0002017735 |
| AUM | 452.7 M (2026-03-03) |
| Employees | 4 (75% Investors, 25% Brokers) |
| Phone | 561-368-2336 |
| Address | 137 W Royal Palm Road Boca Raton, FL 33432 |
| Source | [IAPD] [EDGAR] [Website] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.6 | ||
| Nvidia Corp | 3.6 | ||
| Microsoft Corp | 1.9 | ||
| Amazon Com Inc | 1.6 | ||
| International Business Machines Corp | 1.1 | ||
| Advanced Micro Devices Inc | 0.9 | ||
| Lilly Eli & Co | 0.9 | ||
| J P Morgan Chase & Co | 0.7 | ||
| Broadcom Inc | 0.6 | ||
| Alphabet Inc | 0.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 247 | 51.0 |
| (b) Individuals (high net worth individuals) | 125 | 246.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 70 | 154.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 502 | 452.7 |
| By Discretionary | ||
| Discretionary | 442 | 388.2 |
| Non-Discretionary | 60 | 64.5 |
| Total | 502 | 452.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 452.7 | |
| Total | 502 | 452.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002017735] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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Certior Financial Group LLC
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|
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|
RBA Wealth Management LLC
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|
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|
Blackhawk Capital Partners LLC
✚
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WI | 452.0 M |
|
Virtera Partners LLC
✚
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OH | 451.8 M |