|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| IMZ Advisory Inc
✚
|
|
|---|---|
| CRD # | 314890 |
| SEC # | 801-122106 |
| CIK # | 0002017735 |
| AUM | $381.7 M (2025-02-21) |
| Employees | 4 (75% Investors, 25% Brokers) |
| Phone | 561-368-2336 |
| Address | 137 W Royal Palm Road Boca Raton, FL 33432 |
| Source | [IAPD] [EDGAR] [Website] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.6 | ||
| Nvidia Corp | 3.1 | ||
| Microsoft Corp | 2.6 | ||
| Amazon Com Inc | 1.6 | ||
| International Business Machines Corp | 1.2 | ||
| Facebook Inc | 0.6 | ||
| J P Morgan Chase & Co | 0.6 | ||
| Broadcom Inc | 0.6 | ||
| Lilly Eli & Co | 0.5 | ||
| Automatic Data Processing Inc | 0.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 190 | 100.7 |
| (b) Individuals (high net worth individuals) | 33 | 140.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 75 | 141.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 655 | 381.7 |
| By Discretionary | ||
| Discretionary | 641 | 322.8 |
| Non-Discretionary | 14 | 58.9 |
| Total | 655 | 381.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 381.7 | |
| Total | 655 | 381.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002017735] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Flourish Wealth Management Inc
✚
|
MN | 0.4 |
|
REIK & Co LLC
✚
|
0.4 | |
|
Note Advisors LLC
✚
|
NY | 0.4 |
|
Seven Mile Advisory LLC
✚
|
NJ | 0.4 |
|
Investment Management Consultants
✚
|
NV | 0.4 |
|
McCarter Private Wealth Services LLC
✚
|
MA | 0.4 |
|
Chapel Hill Investment Analysts Inc
✚
|
PA | 0.4 |
|
Logic Capital Management LLC
✚
|
TX | 0.4 |
|
Aegis Financial Corporation
✚
|
VA | 0.4 |
|
May Hill Capital LLC
✚
|
MA | 0.4 |