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KAIZEN FINANCIAL ADVISORS, LLC
4030 Lake Washington Blvd
Suite 308
Kirkland, Washington 98033
Tel: 800-321-5846
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 Status | Approved |
|---|---|
| Firm CRD# | 155353 |
| SEC# | 801-115111 |
| Assets Managed by Firm | $220,811,107 |
| No. of Clients | 145 |
| No. of Advisors | 3 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 145 | $220,811,107 |
| Individuals (other than high net worth individuals) | 51 | $16,464,864 |
| High net worth individuals | 89 | $195,261,721 |
| Pension and profit sharing plans | 4 | $8,548,817 |
| Charitable organizations | 1 | $535,705 |
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