IA
IMZ ADVISORY INC.
SEC RegisteredBOCA RATON, FLhttps://imzfinancialservices.com561-368-2336
Assets Under Management
$100M–$500M
Employees
4
Office Locations
1 office
Total Accounts
502
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
High Net WorthPension/Profit SharingCharitable OrganizationsState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 247 | $51M |
| High Net Worth Individuals | 125 | $247M |
| Charitable Organizations | 70 | $155M |
0 total clients reported on Form ADV.
Leadership
Irwin Michael Zagoria
PRESIDENT AND CEO
Cory J Davis
VICE PRESIDENT AND CCO
Office locations
1 office in 1 state
FL
BOCA RATONHQ
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
CRD number
#314890
SEC Number
801-122106
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee
Data as of March 3, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
imzfinancialservices.comPhone
561-368-2336Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. IMZ ADVISORY INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.