ADVYZON INVESTMENT MANAGEMENT, LLC
CRD #318816 SEC #801-123361 LISLE, IL 844-340-1898
SEC Registered
Total AUM
$502.4M
Discretionary
$387.3M
Employees
15
Clients
0
Accounts
2,340
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $502.4M | $387.3M | $115.1M | 15 | 0 |
| Apr 2025 | $502.4M | $387.3M | $115.1M | 15 | 0 |
| Mar 2025 | $502.4M | $387.3M | $115.1M | 15 | 0 |
| Mar 2024 | $207.6M | $137.9M | $69.7M | 7 | 0 |
| Mar 2023 | $108.5M | $25.3M | $83.2M | 5 | 0 |
| Sep 2022 | $0 | $0 | $0 | 3 | 0 |
| Apr 2022 | $0 | $0 | $0 | 3 | 0 |
| Mar 2022 | $0 | $0 | $0 | 3 | 0 |
| Mar 2022 | $0 | $0 | $0 | 3 | 0 |
| Mar 2022 | $0 | $0 | $0 | 3 | 0 |
| Mar 2022 | $0 | $0 | $0 | 3 | 0 |
| Feb 2022 | $0 | $0 | $0 | 3 | 0 |
DateNov 2025
Total AUM$502.4M
Discretionary$387.3M
Non-Disc.$115.1M
Employees15
Clients0
DateApr 2025
Total AUM$502.4M
Discretionary$387.3M
Non-Disc.$115.1M
Employees15
Clients0
DateMar 2025
Total AUM$502.4M
Discretionary$387.3M
Non-Disc.$115.1M
Employees15
Clients0
DateMar 2024
Total AUM$207.6M
Discretionary$137.9M
Non-Disc.$69.7M
Employees7
Clients0
DateMar 2023
Total AUM$108.5M
Discretionary$25.3M
Non-Disc.$83.2M
Employees5
Clients0
DateSep 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateFeb 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0