KAIZEN FINANCIAL STRATEGIES, LLC is a Campbell, California based financial advisory firm with nearly $141,286,698 in assets under management and provides investment advisory services for 625 clients. There are currently 7 financial advisors at the firm.
General Information |
| Firm CRD#: | 298248 | |
| SEC#: | 801-114234 | |
| Assets under Management: | $141,286,698 | |
| No. of Clients: | 625 | |
| No. of Advisors: | 7 | |
| Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals, Portfolio Management for Business, Pension Consulting Services | |
| Fee Structure: | A Percentage of AUM, Hourly charges, Fixed Fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| WILSHIRE ADVISORS LLC | 6210 | 801-36233 | 591801 | 273 | $95,554,572,990 |
| CHARLES SCHWAB INVESTMENT ADVISORY, INC | 151739 | 801-70737 | 495347 | 26 | $66,080,242,938 |
| GLOBAL RETIREMENT PARTNERS LLC | 172011 | 801-80074 | 25479 | 453 | $119,814,842,543 |
| NFP RETIREMENT INC. | 121254 | 801-66107 | 5162 | 205 | $75,046,288,911 |
| ICONIQ CAPITAL, LLC | 159198 | 801-72878 | 1416 | 452 | $77,239,703,492 |
| STEPSTONE GROUP LP | 143635 | 801-68079 | 308 | 585 | $75,405,865,130 |
| METROPOLITAN WEST ASSET MANAGEMENT LLC | 104571 | 801-53332 | 154 | 361 | $108,490,998,296 |
| VISTA EQUITY PARTNERS MANAGEMENT, LLC | 156973 | 801-73726 | 125 | 607 | $103,800,616,740 |
| PATHWAY CAPITAL MANAGEMENT, LP | 108016 | 801-54251 | 107 | 233 | $88,041,081,088 |
| LEONARD GREEN & PARTNERS, L.P. | 158164 | 801-73794 | 74 | 83 | $69,749,207,798 |
| ALAN BILLER AND ASSOCIATES | 105283 | 801-48432 | 47 | 45 | $70,279,110,589 |
| PRIMECAP MANAGEMENT CO | 105516 | 801-19765 | 37 | 44 | $117,232,900,412 |
| HELLMAN & FRIEDMAN LLC | 158614 | 801-73341 | 32 | 110 | $75,341,200,000 |
| SILVER LAKE TECHNOLOGY MANAGEMENT, LLC | 161206 | 801-74182 | 25 | 247 | $95,428,107,488 |
| SB INVESTMENT ADVISERS (US) INC. | 286323 | 801-108927 | 1 | 268 | $65,927,476,128 |