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| IMZ Advisory Inc
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| |
|---|---|
| CRD # | 314890 |
| SEC # | 801-122106 |
| CIK # | 0002017735 |
| AUM | $320.3 MM (2024-01-26) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 561-368-2336 |
| Address | 137 W Royal Palm Road Boca Raton, FL 33432 |
| Source | [IAPD] [EDGAR] [Website] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 3.8 | |
| NVDA | 399,550.0 | 2.3 | |
| MSFT | 1,918,222.4 | 2.2 | |
| AMZN | 1,092,997.8 | 1.4 | |
| IBM | 127,593.9 | 0.7 | |
| AMD | 131,458.5 | 0.7 | |
| LLY | 301,789.7 | 0.6 | |
| META | 434,852.0 | 0.4 | |
| GOOG | 1,482,566.4 | 0.3 | |
| UNH | 477,004.0 | 0.3 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 170 | 82.4 |
| (b) Individuals (high net worth individuals) | 29 | 137.6 |
| (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 | 65 | 100.3 |
| (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 | 590 | 320.3 |
| By Discretionary | ||
| Discretionary | 573 | 264.2 |
| Non-Discretionary | 17 | 56.1 |
| Total | 590 | 320.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 320.3 | |
| Total | 590 | 320.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002017735] |
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|---|---|---|
|
BCI Securities Inc
✚
|
FL | 0.3 |
|
Stenger Family Office LLC
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IL | 0.3 |
|
Schulz Wealth Ltd
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TX | 0.3 |
|
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NJ | 0.3 |
|
Great Oak Capital Partners LLC
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MA | 0.3 |
|
Planned Asset Management LLC
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CA | 0.3 |
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Optivest Inc
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|
CA | 0.3 |
|
Haven Private LLC
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|
FL | 0.3 |
|
Altus Wealth Management LLC
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|
KY | 0.3 |
|
Excel Financial LLC
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|
MN | 0.3 |