KAIZEN ADVISORY, LLC

WHEATON, Illinois·1 registered advisor·CRD# 171520
SEC# 801-802210630-949-2070
01

Firm Overview

AUM
$275M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Security ratings or pricing services
Compensation
Percentage of AUM
03

Specialties

Investment ManagementRetirement PlanningFee-Only Advisory
04

Advisors at KAIZEN ADVISORY, LLC

1 registered advisor
Thomas Richard Young
WHEATON, Illinois
05

Office Locations

WHEATON, Illinois
1 advisor

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Data sourced from SEC Form ADV filings. KAIZEN ADVISORY, LLC (CRD# 171520) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.