IMZ ADVISORY INC.
SEC RegisteredCurated wealth management for discerning individuals and businesses.
About the firm
IMZ Financial Services, Inc. provides a boutique wealth management experience where understanding client needs and goals matters most. The firm views every client as an individual with a specific vision and crafts tailored financial strategies accordingly. Advisory services are offered through IMZ Advisory, Inc.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
IMZ Financial offers wealth management, investment management, retirement planning, private equity, corporate benefits planning, retirement distribution planning, long-term care insurance, long-term disability, 401(k)/profit sharing/pension plans/Simple IRAs/SEP IRAs, estate planning, life insurance, 529 college savings plans, and financial consulting for individuals and corporations.
Who they serve
Discerning individuals and businesses of all sizes.
| 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
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $250,000 | 1.50% |
| $250,001 to $500,000 | 1.25% |
| $500,001 to $1,000,000 | 1.00% |
| $1,000,001 to $5,000,000 | 0.75% |
| Over $5,000,000 | 0.60% |
Data as of March 3, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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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.