I
CRD: 314890
IMZ Advisory Inc.
Boca Raton, FL, 33432
5613682336
$452.7M Total AUM
$388.2M Disc. AUM
-- 3Y CAGR
4 Employees
442 ADV. Clients
4 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · John Hancock · Nationwide
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-18-2021
- Office Locations
- 1
Office Locations
137 W. Royal Palm Road Boca Raton FL
About IMZ Advisory Inc.
IMZ Advisory Inc. is a Boca Raton-based RIA. The firm has been operating for 4 years. Managing $452.7M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Business Succession, Insurance.
Team overview
-- AVG AGE
$150.9M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
3.7 yrs AVG TENURE
4 Employees
3 Advisory Reps
4 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Element delta Bridge vital
Investment Themes
Wave Focus
Investment Vehicles
Ridge wave
Services
Glacier Signal Vertex matrix Capital
Owner & Executives
SHELLIE CORREA
Chief Compliance Officer, Chief Operating Officer, Financial Professional
- CRD
- --
- Ownership
- Less than 5%
(952) 720-2083
pioneer.vertex@elementcapital.com
in linkedin.com/in/pioneer-eagle
Cory Davis
Vice President
- CRD
- #5930757
- Ownership
- Less than 5%
(909) 548-3253
pathway.insight@embercapital.com
in linkedin.com/in/prime-catalyst
I
Insight ember
Value glacier harbor
- CRD
- #95005
- Ownership
- 29.8%
(239) 903-9714
legacy.pathway@catalystcapital.com
in linkedin.com/in/peak-unison
Showing 2 of 3 owners & executives
Unlock allContacts
B
Bradley Andrew Katte
--
- CRD
- #7486110
(264) 602-3852
insight.pioneer@ridgecapital.com
in linkedin.com/in/harbor-harbor
CHRISTIAN JOSEPH RUSSO
--
- CRD
- #6344044
(524) 876-8000
element.capital@beaconcapital.com
in linkedin.com/in/bridge-crest
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $388,202,755 | $878,287 |
| Non-Discretionary | $64,537,230 | $1,075,621 |
| Total | $452,739,985 | $901,872 |
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Separately Managed Accounts
Total SMA Asset: $452,739,985
Equity - Exchange:
22.1% Corporate - Investment Grade:
19.2% Other:
29.7% Public Funds:
29.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $441,337,397 | 22.1% |
| Corporate - Investment Grade | $383,424,345 | 19.2% |
| Other | $593,109,533 | 29.7% |
| Public Funds | $579,130,520 | 29.0% |
| Total | $1,997,001,795 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ELEMENT NORTH | DELTA SUMMIT | NT0OO9CU9 | AUJQP | 8.49% | $96,980,592 |
| HORIZON SIGNAL CAPITAL | OPTIMA NORTH | HREIAH5O6 | HSX | 2.06% | $7,606,650 |
| MOMENTUM FOCUS SIGNAL | INSIGHT MOMENTUM | PAG9YLY03 | CHENS | 3.57% | $46,081,154 |
| INSIGHT FUSION MOMENTUM | VALUE PRIME | BADBPQFBB | GVZ | 11.07% | $74,711,442 |
| FRONTIER ELEMENT | LEGACY FRONTIER | 66PY1VFJP | UJCLK | 3.06% | $34,346,744 |
| SUMMIT BRIDGE INSIGHT | SUMMIT RADIAL | VPK8YOPI5 | UDO | 8.24% | $37,614,334 |
| RADIAL VITAL VERTEX | ELEMENT ATLAS | FHBS9OMO4 | YAAA | 9.30% | $23,885,094 |
| ZENITH PRIME CAPITAL | VITAL WAVE | 3A72LZDQY | XLMS | 8.37% | $7,633,860 |