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Building 2IMZ ADVISORY INC.

Map pinBOCA RATON, FL
Phone561-368-2336
NotebookSEC #801-122106
Total AUM
$452.7M
Employees
4
Clients
442

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
137 W. ROYAL PALM ROAD
BOCA RATON
FL 33432
United States
Operating Hours
8:45 AM - 4:30 PM
Monday - Friday
Phone
561-368-2336

ReceiptFinancials

Total AUM
$452.7M
Accounts
502
Discretionary
$388.2M
Accounts
442
Non-Discretionary
$64.5M
Accounts
60

ContactClients

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Individual Clients
247
AUM
$51M
HNW Individual Clients
125
AUM
$246.9M
Pension/Profit Sharing Plan Clients
70
AUM
$154.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNC

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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