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KAIZEN RETIREMENT PLAN ADVISORS, LLC

SEC Form ADV profile.

Total regulatory AUM
$155,945,222
Discretionary
$46,737,285
Non-discretionary
$109,207,937

Firm details

CRD number
289238
SEC file number
801-130196
Employees
1
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of November 2026.