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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 16, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CORREA, SHELLIE | I | COO AND CCO | NA | Control |
| CORREA, SHELLIE | I | COO AND CCO | NA | Control |
| CORREA, SHELLIE | I | COO AND CCO | NA | Control |
| CORREA, SHELLIE | I | COO AND CCO | NA | Control |
| CORREA, SHELLIE | I | COO AND CCO | NA | Control |
| DAVIS, CORY, J | I | VICE PRESIDENT AND CCO | NA | Control |
| DAVIS, CORY, J | I | VICE PRESIDENT AND CCO | NA | Control |
| DAVIS, CORY, J | I | VICE PRESIDENT AND CCO | NA | Control |
| DAVIS, CORY, J | I | VICE PRESIDENT AND CCO | NA | Control |
| DAVIS, CORY, J | I | VICE PRESIDENT AND CCO | NA | Control |
| DAVIS, CORY, J | I | VICE PRESIDENT | NA | Control |
| DAVIS, CORY, J | I | VICE PRESIDENT | NA | Control |
| DAVIS, CORY, J | I | VICE PRESIDENT | NA | Control |
| DAVIS, CORY, J | I | VICE PRESIDENT | NA | Control |
| DAVIS, CORY, J | I | VICE PRESIDENT | NA | Control |
| ZAGORIA, IRWIN, MICHAEL | I | PRESIDENT AND CEO | NA | Control |
| ZAGORIA, IRWIN, MICHAEL | I | PRESIDENT AND CEO | NA | Control |
| ZAGORIA, IRWIN, MICHAEL | I | PRESIDENT AND CEO | NA | Control |
| ZAGORIA, IRWIN, MICHAEL | I | PRESIDENT AND CEO | NA | Control |
| ZAGORIA, IRWIN, MICHAEL | I | PRESIDENT AND CEO | NA | Control |
| ZAGORIA, IRWIN, MICHAEL | I | PRESIDENT AND CEO | NA | Control |
| ZAGORIA, IRWIN, MICHAEL | I | PRESIDENT AND CEO | NA | Control |
| ZAGORIA, IRWIN, MICHAEL | I | PRESIDENT AND CEO | NA | Control |
| ZAGORIA, IRWIN, MICHAEL | I | PRESIDENT AND CEO | NA | Control |
| ZAGORIA, IRWIN, MICHAEL | I | PRESIDENT AND CEO | NA | Control |
| IMZ FINANCIAL SERVICES, INC. | DE | OWNER | E | Control |
| IMZ FINANCIAL SERVICES, INC. | DE | OWNER | E | Control |
| IMZ FINANCIAL SERVICES, INC. | DE | OWNER | E | Control |
| IMZ FINANCIAL SERVICES, INC. | DE | OWNER | E | Control |
| IMZ FINANCIAL SERVICES, INC. | DE | OWNER | E | Control |
| IMZ FINANCIAL SERVICES, INC. | DE | OWNER | E | Control |
| IMZ FINANCIAL SERVICES, INC. | DE | OWNER | E | Control |
| IMZ FINANCIAL SERVICES, INC. | DE | OWNER | E | Control |
| IMZ FINANCIAL SERVICES, INC. | DE | OWNER | E | Control |
| IMZ FINANCIAL SERVICES, INC. | DE | OWNER | E | Control |
| ZAGORIA, IRWIN, MICHAEL | I | PRESIDENT AND CEO | E | Control |
| ZAGORIA, IRWIN, MICHAEL | I | PRESIDENT AND CEO | E | Control |
| ZAGORIA, IRWIN, MICHAEL | I | PRESIDENT AND CEO | E | Control |
| ZAGORIA, IRWIN, MICHAEL | I | PRESIDENT AND CEO | E | Control |
| DAVIS, CORY, J | I | VICE PRESIDENT AND CCO | C | Control |
| DAVIS, CORY, J | I | VICE PRESIDENT AND CCO | C | Control |
| DAVIS, CORY, J | I | VICE PRESIDENT AND CCO | C | Control |
| DAVIS, CORY, J | I | VICE PRESIDENT AND CCO | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ZAGORIA, IRWIN, MICHAEL | I | IMZ FINANCIAL SERVICES, INC. | E | Control |
| ZAGORIA, IRWIN, MICHAEL | I | IMZ FINANCIAL SERVICES, INC. | E | Control |
| ZAGORIA, IRWIN, MICHAEL | I | IMZ FINANCIAL SERVICES, INC. | E | Control |
| ZAGORIA, IRWIN, MICHAEL | I | IMZ FINANCIAL SERVICES, INC. | E | Control |
| ZAGORIA, IRWIN, MICHAEL | I | IMZ FINANCIAL SERVICES, INC. | E | Control |
| ZAGORIA, IRWIN, MICHAEL | I | IMZ FINANCIAL SERVICES, INC. | E | Control |
| ZAGORIA, IRWIN, MICHAEL | I | IMZ FINANCIAL SERVICES, INC. | D | Control |
| ZAGORIA, IRWIN, MICHAEL | I | IMZ FINANCIAL SERVICES, INC. | D | Control |
| DAVIS, CORY, J | I | IMZ FINANCIAL SERVICES, INC. | C | Control |
| DAVIS, CORY, J | I | IMZ FINANCIAL SERVICES, INC. | C | Control |
| DAVIS, CORY, J | I | IMZ FINANCIAL SERVICES, INC. | C | Control |
| DAVIS, CORY, J | I | IMZ FINANCIAL SERVICES, INC. | C | Control |
| DAVIS, CORY, J | I | IMZ FINANCIAL SERVICES, INC. | C | Control |
| DAVIS, CORY, J | I | IMZ FINANCIAL SERVICES, INC. | C | Control |
| DAVIS, CORY, J | I | IMZ FINANCIAL SERVICES, INC. | C | Control |
| DAVIS, CORY, J | I | IMZ FINANCIAL SERVICES, INC. | C | Control |
Registrations
Federal
IA
Nov 16, 2025 REGISTERED
Notice Filings (2)
FL NC
Address
137 W. ROYAL PALM ROADBOCA RATON, FL 33432
United States
Phone: 561-368-2336