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Kaizen Managed Assets, Inc. (Clearwater Beach)


Kaizen Managed Assets, Inc. is an adviser based in Clearwater Beach. It manages $33 million of regulatory assets for 76 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Florida and Michigan.

Kaizen Managed Assets provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Kaizen Managed Assets: assets under management

The assets under management (AUM) of Kaizen Managed Assets, Inc. is $33 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $33 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $434.21 thousand each.
Kaizen Managed Assets has custody of $33 million in cash and securities for 25 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Kaizen Managed Assets, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Clearwater Beach

The principal office where Kaizen Managed Assets, Inc. performs its advisory services is located at 501 Mandalay Avenue, Clearwater Beach, FL 33767, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 727-461-9506 or by fax 727-461-9506. The normal business hours are by appointment only on Monday - Friday.


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