IMZ ADVISORY INC.
CRD #314890 SEC #801-122106 BOCA RATON, FL 561-368-2336
SEC Registered
Total AUM
$381.7M
Discretionary
$322.8M
Employees
4
Clients
--
Accounts
655
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $381.7M | $322.8M | $58.9M | 4 | 0 |
| Feb 2025 | $381.7M | $322.8M | $58.9M | 4 | 0 |
| Apr 2024 | $320.3M | $264.2M | $56.1M | 4 | 0 |
| Jan 2024 | $320.3M | $264.2M | $56.1M | 4 | 0 |
| Oct 2023 | $201.7M | $201.7M | $0 | 4 | 0 |
| Feb 2023 | $201.7M | $201.7M | $0 | 4 | 0 |
| Jan 2023 | $201.7M | $201.7M | $0 | 4 | 0 |
| Apr 2022 | $101M | $77.9M | $23.1M | 4 | 0 |
| Feb 2022 | $101M | $77.9M | $23.1M | 4 | 0 |
| Jan 2022 | $40.2M | $40.2M | $0 | 4 | 0 |
| Dec 2021 | $40.2M | $40.2M | $0 | 4 | 0 |
| Nov 2021 | $0 | $0 | $0 | 4 | 0 |
| Aug 2021 | $0 | $0 | $0 | 4 | 0 |
| Jul 2021 | $0 | $0 | $0 | 4 | 0 |
DateNov 2025
Total AUM$381.7M
Discretionary$322.8M
Non-Disc.$58.9M
Employees4
Clients0
DateFeb 2025
Total AUM$381.7M
Discretionary$322.8M
Non-Disc.$58.9M
Employees4
Clients0
DateApr 2024
Total AUM$320.3M
Discretionary$264.2M
Non-Disc.$56.1M
Employees4
Clients0
DateJan 2024
Total AUM$320.3M
Discretionary$264.2M
Non-Disc.$56.1M
Employees4
Clients0
DateOct 2023
Total AUM$201.7M
Discretionary$201.7M
Non-Disc.$0
Employees4
Clients0
DateFeb 2023
Total AUM$201.7M
Discretionary$201.7M
Non-Disc.$0
Employees4
Clients0
DateJan 2023
Total AUM$201.7M
Discretionary$201.7M
Non-Disc.$0
Employees4
Clients0
DateApr 2022
Total AUM$101M
Discretionary$77.9M
Non-Disc.$23.1M
Employees4
Clients0
DateFeb 2022
Total AUM$101M
Discretionary$77.9M
Non-Disc.$23.1M
Employees4
Clients0
DateJan 2022
Total AUM$40.2M
Discretionary$40.2M
Non-Disc.$0
Employees4
Clients0
DateDec 2021
Total AUM$40.2M
Discretionary$40.2M
Non-Disc.$0
Employees4
Clients0
DateNov 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateAug 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJul 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0