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KAIZEN FINANCIAL ADVISORS, LLC
KAIZEN FINANCIAL ADVISORS, LLC
KIRKLAND, Washington
·
1 registered advisor
·
CRD# 155353
SEC# 801-115111
0
800-321-5846
01
Firm Overview
AUM
$221M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
04
Advisors at KAIZEN FINANCIAL ADVISORS, LLC
1 registered advisor
Laurie Laverne Klein
KIRKLAND, Washington
CRD# 4478848
05
Office Locations
KIRKLAND, Washington
1 advisor
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Data sourced from SEC Form ADV filings. KAIZEN FINANCIAL ADVISORS, LLC (CRD# 155353) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.