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ADVYZON INVESTMENT MANAGEMENT, LLC

CRD 318816 · SEC 801-123361

Visit website

4300 COMMERCE COURT, SUITE 260, LISLE, IL, 60532, United States

Phone

844-340-1898

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.68B

Discretionary AUM

$1.19B

Team

21 total employees; 3 advisory reps

Clients

—

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-01

Disciplinary history

No

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Other investment advisers61$1.68B

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD