Lee Andreatta, MBA

Advyzon Investment Management LLC (“AIM”) is a registered investment adviser and a wholly owned subsidiary of yHLsoft Inc., doing business as Advyzon (“Advyzon”). This profile is maintained by an employee of AIM or Advyzon.

Advyzon is a financial technology company and does not provide investment advisory services. Advyzon provides certain technology, operational, and administrative support services to AIM, but does not itself provide investment advice or act as an investment adviser.

This profile and any related content are provided for informational purposes only and should not be construed as investment, legal, or tax advice, or as an offer to provide advisory or technology services. Any statements, views, or opinions expressed are those of the individual and do not necessarily reflect the views of AIM, Advyzon, or their affiliates, unless expressly stated otherwise.

AIM’s services are offered through arrangements with unaffiliated Advisory Firms and are only available to clients of these Advisory Firms. Professionals employed by our parent company, yHLsoft Inc. may refer qualified Advisory Firms to AIM. If a referred Advisory Firm engages AIM’s services, the referring professional will receive a referral fee.