The KAIZEN RETIREMENT PLAN ADVISORS is a privately held investment adviser that advises $155.95mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. KAIZEN RETIREMENT PLAN ADVISORS is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 73.77% over the last 5-years.
The Group has been registered with the SEC for 2.22 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location Out of Private Residence. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 1 employees comprised of 1 investment and 0 non-investment staff. The total number of Employees remained the same over the last few years.
Their $155.95mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 21 other accounts. Assets of Pension and Profit Sharing Plans-Private clients own $148.39mn or 95.15% of Total Assets and High Net Worth Individuals own $6.49mn or 4.16% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 3 types of clients, top clients are Pension and Profit Sharing Plans-Private and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
KAIZEN RETIREMENT PLAN ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.