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Building 2KAIZEN ADVISORY, LLC

Map pinWHEATON, IL
Phone630-949-2070
NotebookSEC #801-80221
Total AUM
$274.7M
Employees
3
Clients
21

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1745 S. NAPERVILLE ROAD
SUITE 103
WHEATON
IL 60189
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
630-949-2070

ReceiptFinancials

Total AUM
$274.7M
Accounts
9
Discretionary
$274.7M
Accounts
9
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$0
HNW Individual Clients
9
AUM
$6M
Banking Clients
1
AUM
$0
Investment Company Clients
3
AUM
$268.7M
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IL

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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