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KAIZEN FINANCIAL ADVISORS, LLC

4030 Lake Washington Blvd
Suite 308
Kirkland, Washington 98033
Tel: 800-321-5846

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About KAIZEN FINANCIAL ADVISORS, LLC

KAIZEN FINANCIAL ADVISORS, LLC, formally registered with the SEC as KAIZEN FINANCIAL ADVISORS, LLC. The firm was established in 04/30/2019. They have over 1 offices throughout the country.

KAIZEN FINANCIAL ADVISORS, LLC is a Kirkland, Washington based Financial Planning firm with nearly $220,811,107 assets under management, offering retirement planning & investment advisory services to 145 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#155353
SEC#801-115111
Assets Managed by Firm$220,811,107
No. of Clients145
No. of Advisors3

Fee Structure

  • A percentage of AUM
  • Hourly charges

Advisory Services Provided

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

Firm Client Information

No. of ClientsAUM
Firm Total145$220,811,107
Individuals (other than high net worth individuals)51$16,464,864
High net worth individuals89$195,261,721
Pension and profit sharing plans4$8,548,817
Charitable organizations1$535,705

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