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Iftikhar Mahmud Ahmed

KAIZEN FINANCIAL STRATEGIES, LLC·CAMPBELL, California
Unclaimed Profile
2105 SOUTH BASCOM AVE, CAMPBELL, CA 95008CRD# 6270480Firm CRD# 298248
01

About

Iftikhar Mahmud Ahmed is a registered financial advisor based in CAMPBELL, California, affiliated with KAIZEN FINANCIAL STRATEGIES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
KAIZEN FINANCIAL STRATEGIES, LLC
KAIZEN FINANCIAL STRATEGIES, LLC
AUM
$183M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at KAIZEN FINANCIAL STRATEGIES, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6270480
Firm CRD# 298248
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Iftikhar Mahmud Ahmed offer?
Iftikhar Mahmud Ahmed specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CAMPBELL, California for a consultation.
What are Iftikhar Mahmud Ahmed's credentials?
Iftikhar Mahmud Ahmed is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Iftikhar Mahmud Ahmed located?
Iftikhar Mahmud Ahmed is based in CAMPBELL, California, working with KAIZEN FINANCIAL STRATEGIES, LLC. Their office serves clients in the CAMPBELL metropolitan area and surrounding communities.
How does Iftikhar Mahmud Ahmed charge for services?
Iftikhar Mahmud Ahmed's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KAIZEN FINANCIAL STRATEGIES, LLC?
KAIZEN FINANCIAL STRATEGIES, LLC has approximately 6 employees and manages $183M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Timothy Dalton Henry — JOHANSON FINANCIAL ADVISORS, INC.Andrea Boyer — SIGMA MANAGEMENT 6, LLCEric James Schwertley — PGR SOLUTIONS, LLCAnn Marie Christian — PGR SOLUTIONS, LLCDavid Leland Johanson — JOHANSON FINANCIAL ADVISORS, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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