KAIZEN FINANCIAL STRATEGIES, LLC
CRD #298248 SEC #801-114234 CAMPBELL, CA (408) 819-9010
SEC Registered
Total AUM
$234.4M
Discretionary
$232.7M
Employees
5
Clients
0
Accounts
715
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $234.4M | $232.7M | $1.8M | 5 | 0 |
| May 2024 | $182.7M | $181.2M | $1.4M | 6 | 2 |
| Mar 2024 | $182.7M | $181.2M | $1.4M | 6 | 2 |
| Feb 2023 | $141.3M | $139.8M | $1.5M | 7 | 3 |
| Jan 2022 | $176.6M | $175.4M | $1.2M | 8 | 4 |
| Sep 2021 | $142.3M | $141.1M | $1.2M | 6 | 0 |
| Jan 2021 | $142.3M | $141.1M | $1.2M | 6 | 0 |
| Dec 2020 | $116.5M | $116.5M | $0 | 4 | 8 |
| Jun 2020 | $116.5M | $116.5M | $0 | 4 | 8 |
| Feb 2020 | $116.5M | $116.5M | $0 | 4 | 8 |
| Oct 2019 | $100.9M | $100.9M | $0 | 4 | 0 |
| Jul 2019 | $100.9M | $100.9M | $0 | 4 | 0 |
| Jun 2019 | $100.9M | $100.9M | $0 | 4 | 0 |
| May 2019 | $74.9M | $74.9M | $0 | 4 | 0 |
| Apr 2019 | $74.9M | $74.9M | $0 | 4 | 0 |
| Apr 2019 | $74.9M | $74.9M | $0 | 4 | 0 |
| Apr 2019 | $74.9M | $74.9M | $0 | 4 | 0 |
| Apr 2019 | $74.9M | $74.9M | $0 | 4 | 0 |
| Apr 2019 | $74.9M | $74.9M | $0 | 4 | 0 |
| Mar 2019 | $74.9M | $74.9M | $0 | 4 | 0 |
| Jan 2019 | $0 | $0 | $0 | 4 | 0 |
| Nov 2018 | $0 | $0 | $0 | 4 | 0 |
| Oct 2018 | $0 | $0 | $0 | 4 | 0 |
| Oct 2018 | $0 | $0 | $0 | 4 | 0 |
DateMar 2025
Total AUM$234.4M
Discretionary$232.7M
Non-Disc.$1.8M
Employees5
Clients0
DateMay 2024
Total AUM$182.7M
Discretionary$181.2M
Non-Disc.$1.4M
Employees6
Clients2
DateMar 2024
Total AUM$182.7M
Discretionary$181.2M
Non-Disc.$1.4M
Employees6
Clients2
DateFeb 2023
Total AUM$141.3M
Discretionary$139.8M
Non-Disc.$1.5M
Employees7
Clients3
DateJan 2022
Total AUM$176.6M
Discretionary$175.4M
Non-Disc.$1.2M
Employees8
Clients4
DateSep 2021
Total AUM$142.3M
Discretionary$141.1M
Non-Disc.$1.2M
Employees6
Clients0
DateJan 2021
Total AUM$142.3M
Discretionary$141.1M
Non-Disc.$1.2M
Employees6
Clients0
DateDec 2020
Total AUM$116.5M
Discretionary$116.5M
Non-Disc.$0
Employees4
Clients8
DateJun 2020
Total AUM$116.5M
Discretionary$116.5M
Non-Disc.$0
Employees4
Clients8
DateFeb 2020
Total AUM$116.5M
Discretionary$116.5M
Non-Disc.$0
Employees4
Clients8
DateOct 2019
Total AUM$100.9M
Discretionary$100.9M
Non-Disc.$0
Employees4
Clients0
DateJul 2019
Total AUM$100.9M
Discretionary$100.9M
Non-Disc.$0
Employees4
Clients0
DateJun 2019
Total AUM$100.9M
Discretionary$100.9M
Non-Disc.$0
Employees4
Clients0
DateMay 2019
Total AUM$74.9M
Discretionary$74.9M
Non-Disc.$0
Employees4
Clients0
DateApr 2019
Total AUM$74.9M
Discretionary$74.9M
Non-Disc.$0
Employees4
Clients0
DateApr 2019
Total AUM$74.9M
Discretionary$74.9M
Non-Disc.$0
Employees4
Clients0
DateApr 2019
Total AUM$74.9M
Discretionary$74.9M
Non-Disc.$0
Employees4
Clients0
DateApr 2019
Total AUM$74.9M
Discretionary$74.9M
Non-Disc.$0
Employees4
Clients0
DateApr 2019
Total AUM$74.9M
Discretionary$74.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$74.9M
Discretionary$74.9M
Non-Disc.$0
Employees4
Clients0
DateJan 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateNov 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateOct 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateOct 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0