KAIZEN FINANCIAL STRATEGIES, LLC

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

About KAIZEN FINANCIAL STRATEGIES, LLC

KAIZEN FINANCIAL STRATEGIES, LLC, formally registered with the SEC as KAIZEN FINANCIAL STRATEGIES, LLC. The firm was established in 11/02/2018. They have over 1 offices throughout the country.

KAIZEN FINANCIAL STRATEGIES, LLC is a Campbell, California based Financial Planning firm with nearly $182,673,115 assets under management, offering retirement planning & investment advisory services to 651 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	298248
SEC#	801-114234
Assets Managed by Firm	$182,673,115
No. of Clients	651
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	651	$182,673,115
Individuals (other than high net worth individuals)	218	$92,514,952
High net worth individuals	47	$84,614,801
Charitable organizations	Fewer than 5 clients	$5,543,362

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