Kaizen Advisory, LLC
Kaizen Advisory, LLC (CRD# 171520) is a financial advisory firm headquartered in Wheaton, IL. They manage $145,000,000 in 2 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management145MILLION
Total Number of Accounts2ACCOUNTS
Average Account Value$72,500,000
- A percentage of assets under your management
- 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)
David Thompson (CRD# 4221116) is an Investment Advisor Representative working at Kaizen Advisory, LLC in Wheaton, IL and has 1 year of experience in the finance industry.
Thomas Young (CRD# 824152) is an Investment Advisor Representative working at Kaizen Advisory, LLC in Wheaton, IL and has over 5 years of experience in the finance industry.