IMZ Advisory Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$297,828,952
Clients
372
Advisors
4
of 4 employees
About
IMZ Advisory serves individual investors (including high‑net‑worth clients) as well as pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm’s primary services are fee‑based, discretionary portfolio management and retirement plan consulting, including ERISA Section 3(38) fiduciary services and participant‑level fiduciary advice for qualified plans.
The firm follows a tactical asset allocation framework implemented through customized portfolios, combining fundamental analysis with a generally long‑term buy‑and‑hold orientation that can become more active in unusual market conditions. Investment vehicles may include listed equities, corporate and municipal debt, mutual funds, and interests in real‑estate partnerships, and the adviser may use cash positions tactically as a hedge or to adjust sector and dividend exposure.
Notable distinctions include the firm’s explicit ERISA 3(38) plan fiduciary role and a broader pension consulting program with participant education and plan monitoring, plus an alternative fixed‑fee option for ongoing advice alongside traditional AUM billing. The firm’s personnel also have affiliated industry roles — including broker‑dealer and insurance activities and access to an unaffiliated private fund that eligible clients may invest in — arrangements the firm discloses and manages as potential conflicts of interest.
Client services
Expertise
Fee options
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001+: 0.60%
Fee-only: $50 per month paid quarterly in advance (fixed fee for ongoing investment advice and quarterly meetings)
Main office
137 W. Royal Palm Road
Boca Raton FL 33432
Advisors at this office
4
Most active in
California · Florida · Georgia · Nebraska · New Jersey · New York · North Carolina · Pennsylvania · South Carolina · Washington · Wisconsin
Also doing business as
Imz Advisory · Imz Advisory Inc. · Imz Advisory Incorporated
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Cory D
Series 66
Boca Raton, FL
IMZ Advisory Inc.
Cory Davis is a financial advisor at IMZ Advisory Inc. with 13 years of industry experience. He holds the Series 66 designation and has worked at firms including Investacorp Advisory Services and Securities America Advisors. Outside of his advisory role, Davis serves as president of the Cornerstone Study Group, a biannual forum for advisors focused on continuing education and strategy discussion. IMZ Advisory Inc. provides fee-based, discretionary portfolio management to individuals, retirement plans, trusts, and institutional clients. The firm employs a tactical allocation strategy based on fundamental analysis and offers specialized ERISA 3(38) fiduciary services alongside its retail advisory work.
Irwin Z
Series 63, Series 65
Boca Raton, FL
IMZ Advisory Inc.
Irwin Zagoria is a financial advisor at IMZ Advisory Inc. with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Investacorp Advisory Services, Inc. and Securities America. Zagoria serves as a board member for a condominium association. IMZ Advisory Inc. offers fee-based, discretionary portfolio management to individuals, retirement plans, trusts, and institutional clients. The firm employs a tactical allocation strategy with a focus on long-term holdings and provides ERISA 3(38) fiduciary services and participant-level advice for qualified retirement plans.
Christian R
Series 63, Series 65
Boca Raton, FL
IMZ Advisory Inc.
Christian Russo is a financial advisor at IMZ Advisory Inc. in Boca Raton, FL, holding Series 63 and Series 65 licenses with five years of industry experience. Before joining IMZ Advisory in 2021, he worked at Hemenway Trust Company for six years. IMZ Advisory serves individual investors, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides fee-based, discretionary portfolio management and retirement plan consulting, employing a tactical asset allocation strategy with a focus on both long-term buy-and-hold and active adjustments during unusual market conditions.
Bradley K
Series 66
Boca Raton, FL
IMZ Advisory Inc.
Bradley Katte is a financial advisor at IMZ Advisory Inc. with one year of industry experience. He holds the Series 66 designation and has worked at several firms including Concorde Asset Management, Concorde Investment Services, Northflow Strategies, and Northwestern Mutual. Prior to his advisory career, he held roles at Piggly Wiggly Midwest, Blue Harbor Resort, and Cedar Grove Belgium School District. IMZ Advisory Inc. provides fee-based, discretionary portfolio management to individuals, retirement plans, trusts, and institutional clients. The firm employs a tactical allocation strategy based on fundamental analysis and offers customized portfolios with ongoing monitoring, emphasizing ERISA 3(38) fiduciary implementation and participant-level advice for qualified plans.
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