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Kaizen Financial Strategies, LLC

● SEC registered since 2018CRD 298248SEC# 801-114234Campbell, CA
Export (members)
Reg. AUM
$234.4M
Employees
5
Accounts
715
Location
Campbell, CA

Kaizen Financial Strategies, LLC assets under management

Kaizen Financial Strategies, LLC is an SEC-registered investment adviser based in Campbell, CA. The firm has been registered since 2018. It reports $234.4 million in regulatory assets under management and employs 5 people.
www.linkedin.com/in/john-stachnick-2b9164178View on SEC.gov ↗

Kaizen Financial Strategies, LLC owners & executives

3 reported
NameTitleOwnershipSince
Iftikhar Mahmud Ahmed ControlManaging Member50-75%2018
John Antone StachnickChief Compliance OfficerUnder 5%2018
Saadia Shakur Ahmed ControlManaging Member50-75%2018

Frequently asked questions

How much does Kaizen Financial Strategies, LLC manage?

Kaizen Financial Strategies, LLC reports $234.4 million in regulatory assets under management on its Form ADV.

How many employees does Kaizen Financial Strategies, LLC have?

Kaizen Financial Strategies, LLC reports 5 employees.

Where is Kaizen Financial Strategies, LLC located?

Kaizen Financial Strategies, LLC is based in Campbell, CA and has been SEC-registered since 2018.

Does Kaizen Financial Strategies, LLC disclose fund performance?

Kaizen Financial Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2105 South Bascom Ave, Suite 295, Campbell, CA 95008
Phone(408) 819-9010
Office hours9a.m.-5p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1085146
Discloses disciplinary historyNo

Assets under management

Discretionary$232.7M
Non-discretionary$1.8M
Total (RAUM)$234.4M