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Building 2KAIZEN FINANCIAL STRATEGIES, LLC

Map pinPLEASANTON, CA
Phone(408) 819-9010
NotebookSEC #801-114234
Total AUM
$287.1M
Employees
5
Clients
286

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6700 KOLL CENTER PARKWAY
SUITE 255
PLEASANTON
CA 94566
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
(408) 819-9010

ReceiptFinancials

Total AUM
$287.1M
Accounts
749
Discretionary
$285.2M
Accounts
726
Non-Discretionary
$1.9M
Accounts
23

ContactClients

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Individual Clients
229
AUM
$143.6M
HNW Individual Clients
55
AUM
$132.6M
Charitable Organization Clients
1
AUM
$8.3M
Corporation or Business Clients
1
AUM
$2.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANYTXVAWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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