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KAIZEN FINANCIAL STRATEGIES, LLC
KAIZEN FINANCIAL STRATEGIES, LLC
CAMPBELL, California
·
3 registered advisors
·
CRD# 298248
SEC# 801-114234
0
(408) 819-9010
01
Firm Overview
AUM
$183M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at KAIZEN FINANCIAL STRATEGIES, LLC
3 registered advisors
Iftikhar Mahmud Ahmed
CAMPBELL, California
CRD# 6270480
John Antone Stachnick
CAMPBELL, California
CRD# 4881131
Saadia Shakur Ahmed
CAMPBELL, California
CRD# 3008616
05
Office Locations
CAMPBELL, California
3 advisors
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Data sourced from SEC Form ADV filings. KAIZEN FINANCIAL STRATEGIES, LLC (CRD# 298248) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.