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| Advyzon Investment Management LLC
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|---|---|
| CRD # | 318816 |
| SEC # | 801-123361 |
| CIK # | 0002011872 |
| AUM | 1,675.8 M (2026-04-01) |
| Employees | 21 (14% Investors, 0% Brokers) |
| Phone | 844-340-1898 |
| Address | 4300 Commerce Court Lisle, IL 60532 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Graniteshares Gold Trust | 20.2 | ||
| Nvidia Corp | 14.0 | ||
| Microsoft Corp | 11.6 | ||
| Apple Inc | 11.1 | ||
| Global MOFY Metaverse Ltd | 10.5 | ||
| Broadcom Inc | 10.0 | ||
| Facebook Inc | 8.0 | ||
| Wal Mart Stores Inc | 7.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 61 | 1,675.8 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7,784 | 1,675.8 |
| By Discretionary | ||
| Discretionary | 5,542 | 1,185.7 |
| Non-Discretionary | 2,242 | 490.1 |
| Total | 7,784 | 1,675.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,675.8 | |
| Total | 7,784 | 1,675.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002011872] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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