KAIZEN FINANCIAL STRATEGIES, LLC
Campbell, California
Kaizen Financial Strategies, LLC is a reputable investment advisory firm based out of Campbell, CA. With over 210 individual clients and an impressive $141,287,000 in assets under management, they have established themselves as a trusted partner in the financial industry. Specializing in employer 401Ks and individual portfolios, Kaizen Financial Strategies, LLC possesses extensive expertise in this domain.
The firm operates from a single office, delivering personalized financial strategies tailored to their clients' specific needs. They pride themselves on their discretionary management approach, as 99% of the assets they overse...
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Assets Under Mgmt
$141.29M
Investment Professionals
5
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Articles
Articles
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