Kaizerman & Associates, LLC
Kaizerman & Associates, LLC (CRD# 128579) is a financial advisory firm headquartered in Natick, MA. They manage $24,008,891 in 33 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Kaizerman & Associates, LLC
By the Numbers
-
Total Assets Under Management24MILLION
-
Total Number of Accounts33ACCOUNTS
-
Average Account Value$727,542
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
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.
MA
Financial Advisors at Kaizerman & Associates, LLC
No Advisor Found.
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