Advyzon Investment Management, LLC
Firm details
- Headquarters
- Lisle, Illinois
- CRD number
- 318816
- Registered since
- March 4, 2022
- Website
- www.advyzonim.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Other Investment Advisers100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Advyzon Investment Management, LLC is an SEC-registered institutional registered investment adviser formed as an LLC in 2022. The firm provides portfolio management services that span institutional mandates and advisory work for individuals and small businesses. Its fees combine percentage-of-assets and fixed-fee arrangements. The firm identifies as an active ESG investor and does not operate as a capital allocator; it is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds73%
- Exchange Traded Equities19%
- Cash & Cash Equivalents5%
- Non-Exchange Traded Equities1%
- Investment Grade Corp Bonds1%
Owners & executives
2 of 2
Brian Huckstep
CIO and Co-FounderCRD 7246750
Lee Andreatta
Co-Founder and CEOCRD 2968588
Contacts
2 of 2Xiaoxi Chen
Client Portfolio ManagerCRD 7712972
Meghan Holmes
Co-Founder & CCOCRD 5366393
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 508Active vs passive
$1.2B in ETFs
61%
$726M
32%
$466M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $41.9M | 55,963 | 3.52% |
Location
Lisle, IL
Du Page
Location
Lisle, IL
Headquartered in Lisle, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Du Page
- Address
- 4300 Commerce Ct
- Time zone
- CT (UTC-6)
- Office locations
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