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President and CEO · IMZ Advisory Inc.

Irwin M. Zagoria

CRD 1424184 · Named on Form ADV at one SEC-registered adviser

At a glance

IMZ Advisory Inc., an SEC-registered wealth manager based in Boca Raton, FL with $453 million in regulatory assets, lists Irwin M. Zagoria on its Form ADV as President and CEO, a control person.

Firms and roles

  • IMZ Advisory Inc.President and CEOWealth manager · Boca Raton, FL · $453M in regulatory assets

AtlasMembers

Irwin’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Irwin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.