Unclaimed Profile

Lee C Andreatta

ADVYZON INVESTMENT MANAGEMENT, LLC·LISLE, Illinois

Clean recordADVYZON INVESTMENT MANAGEMENT, LLC

4300 COMMERCE COURT, LISLE, IL 60532CRD# 2968588Firm CRD# 318816

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lee C Andreatta · LISLE, IL

Registration

CRD #2968588 · ADVYZON INVESTMENT MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

ADVYZON INVESTMENT MANAGEMENT, LLC

AUM

$208M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ADVYZON INVESTMENT MANAGEMENT, LLC →

Services

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2968588

Firm CRD# 318816

View on FINRA BrokerCheck →

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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.

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