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IMZ ADVISORY INC.

BOCA RATON, FL · CRD 314890 · IAPD ↗ · imzfinancialservices.com · 561-368-2336

$452.7MRegulatory AUM
3Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
September 2026 — IMZ ADVISORY INC. notice-filed in CA, GA, NE, NJ, NY, PA, SC, WA, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
69
February 2024 — IMZ ADVISORY INC. reported RAUM up 59% ($201.7M -> $320.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.