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 investment adviser (registered in 2022) that serves an institutional client base while also providing portfolio management services for individuals and small businesses. The firm is organized as an LLC and owned by a combination of a domestic entity and an individual. Its fee schedule combines asset-based fees and fixed-fee arrangements. Advyzon identifies as an active ESG investor and does not operate as a capital allocator or pension consultant.
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 2Brian 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 427Active vs passive
$970M in ETFs
64%
$618M
29%
$352M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $33.4M | 104,187 | 3.45% |
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
Similar firms
OBERWEIS ASSET MANAGEMENT INC
RIALISLE, IL
VANTAGE POINT FINANCIAL, LLC
RIALISLE, IL
SEBOLD CAPITAL MANAGEMENT, INC
RIALISLE, IL
AMPLIFY ETFS
RIALISLE, IL
CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC
RIALISLE, IL
ASSET STRATEGIES, INC
RIALISLE, IL