Kaizen Financial Advisors, LLC
Kaizen Financial Advisors, LLC (CRD# 155353) is a financial advisory firm headquartered in Kirkland, WA. They manage $220,811,107 in 145 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Kaizen Financial Advisors, LLC
By the Numbers
-
Total Assets Under Management221MILLION
-
Total Number of Accounts145ACCOUNTS
-
Average Account Value$1,522,835
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
WA
Financial Advisors at Kaizen Financial Advisors, LLC
1
Laurie Klein (CRD# 4478848) is an Investment Advisor Representative working at Kaizen Financial Advisors, LLC in Kirkland, WA and has over 22 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.