Overview
Assets Under Management: $234 million
Headquarters: CAMPBELL, CA
High-Net-Worth Clients: 44
Average Client Assets: $2 million
Frequently Asked Questions
KAIZEN FINANCIAL STRATEGIES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #298248), KAIZEN FINANCIAL STRATEGIES, LLC is subject to fiduciary duty under federal law.
KAIZEN FINANCIAL STRATEGIES, LLC is headquartered in CAMPBELL, CA.
KAIZEN FINANCIAL STRATEGIES, LLC serves 44 high-net-worth clients according to their SEC filing dated March 24, 2025. View client details ↓
According to their SEC Form ADV, KAIZEN FINANCIAL STRATEGIES, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
KAIZEN FINANCIAL STRATEGIES, LLC manages $234 million in client assets according to their SEC filing dated March 24, 2025.
According to their SEC Form ADV, KAIZEN FINANCIAL STRATEGIES, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 43.51
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 715
Discretionary Accounts: 692
Non-Discretionary Accounts: 23
Regulatory Filings
CRD Number: 298248
Filing ID: 1956443
Last Filing Date: 2025-03-24 16:45:00
Website: https://kfstrategies.us