KAIZERMAN & ASSOCIATES, LLC

KAIZERMAN & ASSOCIATES, LLC of NATICK, MA is an SEC-registered investment adviser (CRD 128579). Regulatory assets under management: $26.4M.

Registration

• CRD: 128579
• Type: Registered investment adviser
• Location: 182 WEST CENTRAL STREET, NATICK, MA, 01760
• Phone: 508-647-0830
• Latest filing: 2026-01-29
• Regulatory AUM: $26.4M
• Non-discretionary AUM: $26.4M
• Clients: 3
• Accounts: 23

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 128579 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search