KAIZEN FINANCIAL STRATEGIES, LLC

KAIZEN FINANCIAL STRATEGIES, LLC of PLEASANTON, CA is an SEC-registered investment adviser (CRD 298248). Regulatory assets under management: $287.1M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

Officers, owners & control persons (6)

NameRoleLocation
John Antone StachnickCHIEF COMPLIANCE OFFICER
Iftikhar Mahmud AhmedMANAGING MEMBER
Saadia Shakur AhmedMANAGING MEMBER
STACHNICK JOHN ANTONECHIEF COMPLIANCE OFFICER
AHMED IFTIKHAR MAHMUDMANAGING MEMBER
AHMED SAADIA SHAKURMANAGING MEMBER

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