Kaizen Financial Strategies, LLC
Kaizen Financial Strategies, LLC (CRD# 298248) is a financial advisory firm headquartered in Campbell, CA. They manage $182,673,115 in 651 accounts and serve the financial needs of clients across 3 states (or territories).
-
Total Assets Under Management183MILLION
-
Total Number of Accounts651ACCOUNTS
-
Average Account Value$280,604
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, TX, WA
Iftikhar Ahmed (CRD# 6270480) is an Investment Advisor Representative working at Kaizen Financial Strategies, LLC in Campbell, CA and has over 10 years of experience in the finance industry.
Saadia Ahmed (CRD# 3008616) is an Investment Advisor Representative working at Kaizen Financial Strategies, LLC in Campbell, CA and has over 26 years of experience in the finance industry.
Saul Greene (CRD# 4453934) is an Investment Advisor Representative working at Kaizen Financial Strategies, LLC in Campbell, CA and has over 22 years of experience in the finance industry.
John Stachnick (CRD# 4881131) is an Investment Advisor Representative working at Kaizen Financial Strategies, LLC in Campbell, CA and has over 19 years of experience in the finance industry.
Zaineb Sohail (CRD# 7277093) is an Investment Advisor Representative working at Kaizen Financial Strategies, LLC in Campbell, CA and has over 2 years of experience in the finance industry.