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Home > Retirement Planners > florida > boca raton > IMZ ADVISORY INC.
IMZ ADVISORY INC.
137 W. Royal Palm Road
Boca Raton, Florida 33432
Tel: 561-368-2336
About IMZ ADVISORY INC.
IMZ ADVISORY INC, formally registered with the SEC as IMZ ADVISORY INC. The firm was established in 08/18/2021. They have over 1 offices throughout the country.
IMZ ADVISORY INC. is a Boca Raton, Florida based Financial Planning firm with nearly $381,697,000 assets under management, offering retirement planning & investment advisory services to 655 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 314890 |
| SEC# | 801-122106 |
| Assets Managed by Firm | $381,697,000 |
| No. of Clients | 655 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 655 | $381,697,000 |
| Individuals (other than high net worth individuals) | 190 | $100,661,000 |
| High net worth individuals | 33 | $139,958,000 |
| Pension and profit sharing plans | 75 | $141,078,000 |
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