Be advised. This firm is no longer registered.

Kaizen Advisory, LLC

Kaizen Advisory, LLC (CRD# 171520) is a financial advisory firm headquartered in Wheaton, IL. They manage $274,700,000 in 9 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1745 S. Naperville Road, Suite 103, Wheaton, IL 60189
http://www.kaizenfunds.com
By the Numbers
  • Total Assets Under Management
    275
    MILLION
  • Total Number of Accounts
    9
    ACCOUNTS
  • Average Account Value
    $30,522,222
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Kaizen Advisory, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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