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KAIZEN FINANCIAL STRATEGIES, LLC

KAIZEN FINANCIAL STRATEGIES, LLC

Tel: (408) 819-9010 2105 South Bascom Ave Suite 295 Campbell, California 95008

About KAIZEN FINANCIAL STRATEGIES, LLC

KAIZEN FINANCIAL STRATEGIES, LLC is a Campbell, California based financial advisory firm with nearly $182,673,115 in assets under management and provides investment advisory services for 651 clients. There are currently 6 financial advisors at the firm.

General Information
Firm CRD#:

298248

Firm SEC#:

801-114234

Assets Under Management:

$182,673,115

No. of Clients:

651

No. of Advisors:

6

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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