Kaizen Retirement Plan Advisors, LLC

Kaizen Retirement Plan Advisors, LLC (CRD# 289238) is a financial advisory firm headquartered in , . They manage $130,939,035 in 24 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.kaizenrpa.com
By the Numbers
  • Total Assets Under Management
    131
    MILLION
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $5,455,793
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Kaizen Retirement Plan Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
William Gleavy, financial advisor Quincy MA
William D. Gleavy
CRD#: 2317578
Quincy, MA

William Gleavy (CRD# 2317578) is an Investment Advisor Representative working at Kaizen Retirement Plan Advisors, LLC in Quincy, MA and has over 31 years of experience in the finance industry.

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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