ADVYZON INVESTMENT MANAGEMENT, LLC of LISLE, IL is an SEC-registered investment adviser (CRD 318816). Regulatory assets under management: $1.7B.
Compensation: % of AUM, Fixed.
Clients served: High net worth.
| Name | Role | Location |
|---|---|---|
| Lee C Andreatta | CHIEF EXECUTIVE OFFICER | — |
| Brian Ernest Huckstep | CHIEF INVESTMENT OFFICER | — |
| Hailin No Middle Name Li | SHAREHOLDER | — |
| Meghan Elyse Holmes | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER | — |
| LI HAILIN NO MIDDLE NAME | SHAREHOLDER | — |
| ANDREATTA LEE C | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | — |
| Huckstep Brian Ernest | CHIEF INVESTMENT OFFICER | — |
| HOLMES MEGHAN ELYSE | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER | — |
| Hailin (No Middle Name) Li | SHAREHOLDER | — |