Kaizen Wealth Management, LLC
Kaizen Wealth Management, LLC (CRD# 131466) is a financial advisory firm headquartered in Charleston, SC. They manage $52,510,479 in 126 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management53MILLION
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Total Number of Accounts126ACCOUNTS
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Average Account Value$416,750
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY, SC
Financial Advisors at Kaizen Wealth Management, LLC
1
Derrick Demay (CRD# 2588120) is an Investment Advisor Representative working at Kaizen Wealth Management, LLC in Charleston, SC and has over 28 years of experience in the finance industry.
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