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Meghan Elyse Holmes

ADVYZON INVESTMENT MANAGEMENT, LLC·LISLE, Illinois
Unclaimed Profile
4300 COMMERCE COURT, LISLE, IL 60532CRD# 5366393Firm CRD# 318816
01

About

Meghan Elyse Holmes 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# 5366393
Firm CRD# 318816
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Meghan Elyse Holmes offer?
Meghan Elyse Holmes specializes in Investment Management, Fee-Only Advisory. Contact their office in LISLE, Illinois for a consultation.
What are Meghan Elyse Holmes's credentials?
Meghan Elyse Holmes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Meghan Elyse Holmes located?
Meghan Elyse Holmes 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 Meghan Elyse Holmes charge for services?
Meghan Elyse Holmes'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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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
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