AdvisorOS Directory
Claim Profile
LA

Lee C Andreatta

ADVYZON INVESTMENT MANAGEMENT, LLC·LISLE, Illinois
Unclaimed Profile
4300 COMMERCE COURT, LISLE, IL 60532CRD# 2968588Firm CRD# 318816
01

About

Lee C Andreatta is a registered financial advisor based in LISLE, Illinois, affiliated with ADVYZON INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
ADVYZON INVESTMENT MANAGEMENT, LLC
ADVYZON INVESTMENT MANAGEMENT, LLC
AUM
$208M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at ADVYZON INVESTMENT MANAGEMENT, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2968588
Firm CRD# 318816
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LISLE?

Browse all registered financial advisors in LISLE, Illinois or claim this profile if it's yours.

Browse LISLE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Lee C Andreatta offer?
Lee C Andreatta specializes in Investment Management, Fee-Only Advisory. Contact their office in LISLE, Illinois for a consultation.
What are Lee C Andreatta's credentials?
Lee C Andreatta is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lee C Andreatta located?
Lee C Andreatta is based in LISLE, Illinois, working with ADVYZON INVESTMENT MANAGEMENT, LLC. Their office serves clients in the LISLE metropolitan area and surrounding communities.
How does Lee C Andreatta charge for services?
Lee C Andreatta's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ADVYZON INVESTMENT MANAGEMENT, LLC?
ADVYZON INVESTMENT MANAGEMENT, LLC has approximately 7 employees and manages $208M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in LISLE
Sean Thomas Sebold — SEBOLD CAPITAL MANAGEMENT, INCKristopher Charles Kessler — CHICAGO CAPITAL MANAGEMENT ADVISORS, LLCJeffery Brian Harper — OPUS WEALTH PARTNERS, LLCBruce Rudolph Albelda — GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLCWilliam Belden — AMPLIFY INVESTMENTS LLC
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile