# KAIZEN FINANCIAL STRATEGIES, LLC

KAIZEN FINANCIAL STRATEGIES, LLC of PLEASANTON, CA is an SEC-registered investment adviser.

## Registration

- CRD: 298248
- Type: SEC-registered investment adviser
- SEC file number: 801-114234
- Location: 6700 KOLL CENTER PARKWAY, SUITE 255, PLEASANTON, CA, 94566
- Phone: (408) 819-9010
- Latest filing: 2026-03-03
- Regulatory AUM: $287.1M
- Discretionary AUM: $285.2M
- Non-discretionary AUM: $1.9M
- Clients: 5
- Accounts: 749

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| John Antone Stachnick | CHIEF COMPLIANCE OFFICER | — |
| Iftikhar Mahmud Ahmed | MANAGING MEMBER | — |
| Saadia Shakur Ahmed | MANAGING MEMBER | — |
| STACHNICK JOHN ANTONE | CHIEF COMPLIANCE OFFICER | — |
| AHMED IFTIKHAR MAHMUD | MANAGING MEMBER | — |
| AHMED SAADIA SHAKUR | MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/298248/brochure
- Similar advisers: https://search.stillhousedata.com/firm/298248/similar
- Related entities: https://search.stillhousedata.com/firm/298248/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/298248

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.