| Name | Title | Ownership | Since |
|---|---|---|---|
| William Daniel Gleavy Control | Managing Member/Cco | Over 75% | 2017 |
Kaizen Retirement Plan Advisors, LLC reports $118.4 million in regulatory assets under management on its Form ADV.
Kaizen Retirement Plan Advisors, LLC reports 1 employees.
Kaizen Retirement Plan Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 508-850-6401 |
| Office hours | 5-Sep |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $53.7M |
| Non-discretionary | $64.8M |
| Total (RAUM) | $118.4M |