Imz Advisory Inc.

Imz Advisory Inc. (CRD# 314890) is a financial advisory firm headquartered in Boca Raton, FL. They manage $320,260,000 in 590 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
137 W. Royal Palm Road, Boca Raton, FL 33432
https://www.instagram.com/imz_financial/?hl=en
By the Numbers
  • Total Assets Under Management
    320
    MILLION
  • Total Number of Accounts
    590
    ACCOUNTS
  • Average Account Value
    $542,814
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NC

Financial Advisors at Imz Advisory Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Cory Davis, financial advisor Boca Raton FL
Cory J. Davis
CRD#: 5930757
137 W. Royal Palm Road, Boca Raton, FL 33432

Cory Davis (CRD# 5930757) is an Investment Advisor Representative working at Imz Advisory Inc. in Boca Raton, FL and has over 10 years of experience in the finance industry.

2
Irwin Zagoria, financial advisor Boca Raton FL
Irwin M. Zagoria
CRD#: 1424184
137 W. Royal Palm Road, Boca Raton, FL 33432

Irwin Zagoria (CRD# 1424184) is an Investment Advisor Representative working at Imz Advisory Inc. in Boca Raton, FL and has over 29 years of experience in the finance industry.

3
Christian Russo, financial advisor Boca Raton FL
Christian J. Russo
CRD#: 6344044
137 W. Royal Palm Road, Boca Raton, FL 33432

Christian Russo (CRD# 6344044) is an Investment Advisor Representative working at Imz Advisory Inc. in Boca Raton, FL and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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