KAIZEN ADVISORY, LLC
KAIZEN ADVISORY, LLC of WHEATON, IL is an SEC-registered investment adviser (CRD 171520). Regulatory assets under management: $274.7M.
Registration
- CRD: 171520
- SEC file number: 801-80221
- Type: Registered investment adviser
- Location: 1745 S. NAPERVILLE ROAD, SUITE 103, WHEATON, IL, 60189
- Phone: 630-949-2070
- Latest filing: 2019-03-01
- Regulatory AUM: $274.7M
- Discretionary AUM: $274.7M
- Clients: 3
- Accounts: 9
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| YOUNG GARY RICHARD | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| ZAYED DEAN | OWNER | — |
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