Imz Advisory Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Boca Raton, FL. Its latest Form ADV filing, dated March 3, 2026, reports $453M in regulatory assets under management, 4 employees, and 502 accounts.
Assets Under Management
$453M
Employees
4
Offices
--
Total Clients
442
Primary office
BOCA RATON, FL
137 W. ROYAL PALM ROAD, BOCA RATON, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 55.9% of total clients.
Top client categories% of clientsClients
1
Individuals
55.9%
247
2
HNWI
28.3%
125
3
Pension Plans
15.8%
70
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$453Mas of March 3, 2026
Discretionary85.7%
$388M
86% of total RAUM85.7%
Non-discretionary14.3%
$65M
14% of total RAUM14.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$453M
Total Accounts502
10Y AUM Change+$453M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee111:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.