Adviser Profile
| As of Date | 05/12/2024 |
| Registration status | Registration Changed to KAIZEN RETIREMENT PLAN ADVISORS, LLC |
| Contact Info | 508 xxxxxxx |
| Websites |
| AUM* | 130,939,035 18% |
| of that, discretionary | 32,000,000 5% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 5,455,793 13% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- Pension and profit sharing plans
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds