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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 24, 2025
- Branch Offices
- 0
- LEI
- 0034295885
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| STACHNICK, JOHN, ANTONE | I | CHIEF COMPLIANCE OFFICER | NA | |
| STACHNICK, JOHN, ANTONE | I | CHIEF COMPLIANCE OFFICER | NA | |
| STACHNICK, JOHN, ANTONE | I | CHIEF COMPLIANCE OFFICER | NA | |
| STACHNICK, JOHN, ANTONE | I | CHIEF COMPLIANCE OFFICER | NA | |
| STACHNICK, JOHN, ANTONE | I | CHIEF COMPLIANCE OFFICER | NA | |
| STACHNICK, JOHN, ANTONE | I | CHIEF COMPLIANCE OFFICER | NA | |
| STACHNICK, JOHN, ANTONE | I | CHIEF COMPLIANCE OFFICER | NA | |
| STACHNICK, JOHN, ANTONE | I | CHIEF COMPLIANCE OFFICER | NA | |
| STACHNICK, JOHN, ANTONE | I | CHIEF COMPLIANCE OFFICER | NA | |
| STACHNICK, JOHN, ANTONE | I | CHIEF COMPLIANCE OFFICER | NA | |
| STACHNICK, JOHN, ANTONE | I | CHIEF COMPLIANCE OFFICER | NA | |
| STACHNICK, JOHN, ANTONE | I | CHIEF COMPLIANCE OFFICER | NA | |
| STACHNICK, JOHN, ANTONE | I | CHIEF COMPLIANCE OFFICER | NA | |
| STACHNICK, JOHN, ANTONE | I | CHIEF COMPLIANCE OFFICER | NA | |
| STACHNICK, JOHN, ANTONE | I | CHIEF COMPLIANCE OFFICER | NA | |
| STACHNICK, JOHN, ANTONE | I | CHIEF COMPLIANCE OFFICER | NA | |
| STACHNICK, JOHN, ANTONE | I | CHIEF COMPLIANCE OFFICER | NA | |
| STACHNICK, JOHN, ANTONE | I | CHIEF COMPLIANCE OFFICER | NA | |
| STACHNICK, JOHN, ANTONE | I | CHIEF COMPLIANCE OFFICER | NA | |
| STACHNICK, JOHN, ANTONE | I | CHIEF COMPLIANCE OFFICER | NA | |
| STACHNICK, JOHN, ANTONE | I | CHIEF COMPLIANCE OFFICER | NA | |
| STACHNICK, JOHN, ANTONE | I | CHIEF COMPLIANCE OFFICER | NA | |
| STACHNICK, JOHN, ANTONE | I | CHIEF COMPLIANCE OFFICER | NA | |
| STACHNICK, JOHN, ANTONE | I | CHIEF COMPLIANCE OFFICER | NA | |
| STACHNICK, JOHN, ANTONE | I | CHIEF COMPLIANCE OFFICER | NA | |
| STACHNICK, JOHN, ANTONE | I | CHIEF COMPLIANCE OFFICER | NA | |
| STACHNICK, JOHN, ANTONE | I | CHIEF COMPLIANCE OFFICER | NA | |
| AHMED, IFTIKHAR, MAHMUD | I | MANAGING MEMBER | D | Control |
| AHMED, IFTIKHAR, MAHMUD | I | MANAGING MEMBER | D | Control |
| AHMED, IFTIKHAR, MAHMUD | I | MANAGING MEMBER | D | Control |
| AHMED, IFTIKHAR, MAHMUD | I | MANAGING MEMBER | D | Control |
| AHMED, IFTIKHAR, MAHMUD | I | MANAGING MEMBER | D | Control |
| AHMED, IFTIKHAR, MAHMUD | I | MANAGING MEMBER | D | Control |
| AHMED, IFTIKHAR, MAHMUD | I | MANAGING MEMBER | D | Control |
| AHMED, IFTIKHAR, MAHMUD | I | MANAGING MEMBER | D | Control |
| AHMED, IFTIKHAR, MAHMUD | I | MANAGING MEMBER | D | Control |
| AHMED, IFTIKHAR, MAHMUD | I | MANAGING MEMBER | D | Control |
| AHMED, IFTIKHAR, MAHMUD | I | MANAGING MEMBER | D | Control |
| AHMED, IFTIKHAR, MAHMUD | I | MANAGING MEMBER | D | Control |
| AHMED, IFTIKHAR, MAHMUD | I | MANAGING MEMBER | D | Control |
| AHMED, IFTIKHAR, MAHMUD | I | MANAGING MEMBER | D | Control |
| AHMED, IFTIKHAR, MAHMUD | I | MANAGING MEMBER | D | Control |
| AHMED, IFTIKHAR, MAHMUD | I | MANAGING MEMBER | D | Control |
| AHMED, IFTIKHAR, MAHMUD | I | MANAGING MEMBER | D | Control |
| AHMED, IFTIKHAR, MAHMUD | I | MANAGING MEMBER | D | Control |
| AHMED, IFTIKHAR, MAHMUD | I | MANAGING MEMBER | D | Control |
| AHMED, IFTIKHAR, MAHMUD | I | MANAGING MEMBER | D | Control |
| AHMED, IFTIKHAR, MAHMUD | I | MANAGING MEMBER | D | Control |
| AHMED, IFTIKHAR, MAHMUD | I | MANAGING MEMBER | D | Control |
| AHMED, IFTIKHAR, MAHMUD | I | MANAGING MEMBER | D | Control |
| AHMED, IFTIKHAR, MAHMUD | I | MANAGING MEMBER | D | Control |
| AHMED, IFTIKHAR, MAHMUD | I | MANAGING MEMBER | D | Control |
| AHMED, IFTIKHAR, MAHMUD | I | MANAGING MEMBER | D | Control |
| AHMED, IFTIKHAR, MAHMUD | I | MANAGING MEMBER | D | Control |
| AHMED, SAADIA, SHAKUR | I | MANAGING MEMBER | D | Control |
| AHMED, SAADIA, SHAKUR | I | MANAGING MEMBER | D | Control |
| AHMED, SAADIA, SHAKUR | I | MANAGING MEMBER | D | Control |
| AHMED, SAADIA, SHAKUR | I | MANAGING MEMBER | D | Control |
| AHMED, SAADIA, SHAKUR | I | MANAGING MEMBER | D | Control |
| AHMED, SAADIA, SHAKUR | I | MANAGING MEMBER | D | Control |
| AHMED, SAADIA, SHAKUR | I | MANAGING MEMBER | D | Control |
| AHMED, SAADIA, SHAKUR | I | MANAGING MEMBER | D | Control |
| AHMED, SAADIA, SHAKUR | I | MANAGING MEMBER | D | Control |
| AHMED, SAADIA, SHAKUR | I | MANAGING MEMBER | D | Control |
| AHMED, SAADIA, SHAKUR | I | MANAGING MEMBER | D | Control |
| AHMED, SAADIA, SHAKUR | I | MANAGING MEMBER | D | Control |
| AHMED, SAADIA, SHAKUR | I | MANAGING MEMBER | D | Control |
| AHMED, SAADIA, SHAKUR | I | MANAGING MEMBER | D | Control |
| AHMED, SAADIA, SHAKUR | I | MANAGING MEMBER | D | Control |
| AHMED, SAADIA, SHAKUR | I | MANAGING MEMBER | D | Control |
| AHMED, SAADIA, SHAKUR | I | MANAGING MEMBER | D | Control |
| AHMED, SAADIA, SHAKUR | I | MANAGING MEMBER | D | Control |
| AHMED, SAADIA, SHAKUR | I | MANAGING MEMBER | D | Control |
| AHMED, SAADIA, SHAKUR | I | MANAGING MEMBER | D | Control |
| AHMED, SAADIA, SHAKUR | I | MANAGING MEMBER | D | Control |
| AHMED, SAADIA, SHAKUR | I | MANAGING MEMBER | D | Control |
| AHMED, SAADIA, SHAKUR | I | MANAGING MEMBER | D | Control |
| AHMED, SAADIA, SHAKUR | I | MANAGING MEMBER | D | Control |
| AHMED, SAADIA, SHAKUR | I | MANAGING MEMBER | D | Control |
| AHMED, SAADIA, SHAKUR | I | MANAGING MEMBER | D | Control |
| AHMED, SAADIA, SHAKUR | I | MANAGING MEMBER | D | Control |
Registrations
Federal
IA
Mar 24, 2025 REGISTERED
Notice Filings (4)
CA TX VA WA
Address
2105 SOUTH BASCOM AVESUITE 295
CAMPBELL, CA 95008
United States
Phone: (408) 819-9010