KAIZEN ADVISORY, LLC
CRD #171520 SEC #801-80221 WHEATON, IL 630-949-2070
SEC Registered
Total AUM
$274.7M
Discretionary
$274.7M
Employees
3
Clients
0
Accounts
9
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $274.7M | $274.7M | $0 | 3 | 0 |
| Oct 2018 | $252.8M | $252.8M | $0 | 3 | 0 |
| Mar 2018 | $252.8M | $252.8M | $0 | 3 | 0 |
| Sep 2017 | $155.3M | $155.3M | $0 | 3 | 1 |
| Feb 2017 | $155.3M | $155.3M | $0 | 3 | 1 |
| Feb 2017 | $155.3M | $155.3M | $0 | 3 | 1 |
| Feb 2017 | $155.3M | $155.3M | $0 | 3 | 1 |
| Jan 2017 | $155.3M | $155.3M | $0 | 3 | 1 |
| Feb 2016 | $145M | $145M | $0 | 3 | 1 |
DateMar 2019
Total AUM$274.7M
Discretionary$274.7M
Non-Disc.$0
Employees3
Clients0
DateOct 2018
Total AUM$252.8M
Discretionary$252.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$252.8M
Discretionary$252.8M
Non-Disc.$0
Employees3
Clients0
DateSep 2017
Total AUM$155.3M
Discretionary$155.3M
Non-Disc.$0
Employees3
Clients1
DateFeb 2017
Total AUM$155.3M
Discretionary$155.3M
Non-Disc.$0
Employees3
Clients1
DateFeb 2017
Total AUM$155.3M
Discretionary$155.3M
Non-Disc.$0
Employees3
Clients1
DateFeb 2017
Total AUM$155.3M
Discretionary$155.3M
Non-Disc.$0
Employees3
Clients1
DateJan 2017
Total AUM$155.3M
Discretionary$155.3M
Non-Disc.$0
Employees3
Clients1
DateFeb 2016
Total AUM$145M
Discretionary$145M
Non-Disc.$0
Employees3
Clients1