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ADVYZON INVESTMENT MANAGEMENT, LLC
ADVYZON INVESTMENT MANAGEMENT, LLC
LISLE, Illinois
·
4 registered advisors
·
CRD# 318816
SEC# 801-123361
0
844-340-1898
01
Firm Overview
AUM
$208M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at ADVYZON INVESTMENT MANAGEMENT, LLC
4 registered advisors
Brian Ernest Huckstep
LISLE, Illinois
CRD# 7246750
Hailin (no Middle Name) Li
LISLE, Illinois
CRD# 7501041
Lee C Andreatta
LISLE, Illinois
CRD# 2968588
Meghan Elyse Holmes
LISLE, Illinois
CRD# 5366393
05
Office Locations
LISLE, Illinois
4 advisors
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Data sourced from SEC Form ADV filings. ADVYZON INVESTMENT MANAGEMENT, LLC (CRD# 318816) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.