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KAIZEN RETIREMENT PLAN ADVISORS, LLC
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$118.4M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 53.7M |
| Non-Discretionary | 64.8M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 289238 |
| SEC Number | 801-130196 |
| Phone | 508-850-6401 |
| Total Employees | 1 |
Client Count by Type (23 Total)
| Category | Value |
|---|---|
| Pension/Profit Sharing Pl… | 20 |
| Individuals (other than H… | 2 |
| High Net Worth Individual… | 1 |
County data not available for this organization.