RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Illinois
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 1, 2019
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
YOUNG, THOMAS, RICHARDIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERNA Control
YOUNG, THOMAS, RICHARDIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERNA Control
YOUNG, THOMAS, RICHARDIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERNA Control
YOUNG, THOMAS, RICHARDIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERNA Control
YOUNG, THOMAS, RICHARDIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERNA Control
YOUNG, THOMAS, RICHARDIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERNA Control
YOUNG, THOMAS, RICHARDIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERNA Control
YOUNG, THOMAS, RICHARDIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERNA Control
YOUNG, THOMAS, RICHARDIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERNA Control
YOUNG, THOMAS, RICHARDIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERNA Control
YOUNG, THOMAS, RICHARDIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERNA Control
YOUNG, THOMAS, RICHARDIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERNA Control
YOUNG, THOMAS, RICHARDIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERNA Control
YOUNG, THOMAS, RICHARDIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
YOUNG, THOMAS, RICHARDIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
ZAYED, DEANIOWNERE Control
ZAYED, DEANIOWNERE Control
ZAYED, DEANIOWNERE Control
ZAYED, DEANIOWNERE Control
ZAYED, DEANIOWNERE Control
ZAYED, DEANIOWNERE Control
ZAYED, DEANIOWNERE Control
ZAYED, DEANIOWNERE Control
ZAYED, DEANIOWNERE Control
ZAYED, DEANIOWNERE Control
ZAYED, DEANIOWNERE Control
ZAYED, DEANIOWNERE Control
ZAYED, DEANIOWNERE Control

Registrations

Federal

IA
Mar 1, 2019 REGISTERED

Notice Filings (1)

IL

Address

1745 S. NAPERVILLE ROAD
SUITE 103
WHEATON, IL 60189
United States
Phone: 630-949-2070