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Building 2KAIZEN FINANCIAL ADVISORS, LLC

Map pinKIRKLAND, WA
Phone425-321-5800
NotebookSEC #801-115111
Total AUM
$283.7M
Employees
4
Clients
152

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4030 LAKE WASHINGTON BLVD
SUITE 308
KIRKLAND
WA 98033
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
425-321-5800
Other Offices
1

ReceiptFinancials

Total AUM
$283.7M
Accounts
626
Discretionary
$283.7M
Accounts
626
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
70
AUM
$32.1M
HNW Individual Clients
80
AUM
$230.2M
Pension/Profit Sharing Plan Clients
1
AUM
$15.9M
Charitable Organization Clients
1
AUM
$5.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAWA

HandshakeAffiliates

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

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