| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Ernest Huckstep Control | Chief Investment Officer | Under 5% | 2022 |
| Lee C Andreatta Control | Chief Executive Officer | Under 5% | 2022 |
| Meghan Elyse Holmes Control | Chief Operating Officer | Under 5% | 2022 |
Advyzon Investment Management, LLC reports $502.4 million in regulatory assets under management on its Form ADV.
Advyzon Investment Management, LLC reports 15 employees.
Advyzon Investment Management, LLC is based in Lisle, IL and has been SEC-registered since 2022.
Advyzon Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4300 Commerce Court, Suite 260, Lisle, IL 60532 |
| Phone | 844-340-1898 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $387.3M |
| Non-discretionary | $115.1M |
| Total (RAUM) | $502.4M |