# IMZ ADVISORY INC.

IMZ ADVISORY INC. of BOCA RATON, FL is an SEC-registered investment adviser.

## Registration

- CRD: 314890
- Type: SEC-registered investment adviser
- SEC file number: 801-122106
- Location: 137 W. ROYAL PALM ROAD, BOCA RATON, FL, 33432
- Phone: 561-368-2336
- Latest filing: 2026-03-03
- Regulatory AUM: $452.7M
- Discretionary AUM: $388.2M
- Non-discretionary AUM: $64.5M
- Clients: 4
- Accounts: 502

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Irwin Michael Zagoria | OWNER; PRESIDENT AND CEO | — |
| Cory J Davis | OWNER; VICE PRESIDENT | — |
| Shellie Correa | COO AND CCO | — |
| DAVIS BRENDA J | OWNER; VICE PRESIDENT; VICE PRESIDENT AND CCO | — |
| ZAGORIA IRWIN MICHAEL | OWNER; PRESIDENT AND CEO | — |
| CORREA SHELLIE | COO AND CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/314890/brochure
- Similar advisers: https://search.stillhousedata.com/firm/314890/similar
- Related entities: https://search.stillhousedata.com/firm/314890/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/314890

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.