ADVYZON INVESTMENT MANAGEMENT, LLC

4300 Commerce Court
Suite 260
Lisle, Illinois 60532
Tel: 844-340-1898

About ADVYZON INVESTMENT MANAGEMENT, LLC

ADVYZON INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as ADVYZON INVESTMENT MANAGEMENT, LLC. The firm was established in 03/04/2022. They have over 1 offices throughout the country.

ADVYZON INVESTMENT MANAGEMENT, LLC is a Lisle, Illinois based Financial Planning firm with nearly $207,587,397 assets under management, offering retirement planning & investment advisory services to 1136 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	318816
SEC#	801-123361
Assets Managed by Firm	$207,587,397
No. of Clients	1136
No. of Advisors	7

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	1136	$207,587,397
Other investment advisers	28	$207,587,397

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