K
$155.9M Total AUM
$46.7M Disc. AUM
-- 3Y CAGR
1 Employees
46 ADV. Clients
8 yrs Firm Age
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- Custodian
- Broadridge ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Horizon horizon
- Established Date
- 10-04-2017
- Office Locations
- 1
Office Locations
-- Quincy MA
About Kaizen Retirement Plan Advisors, LLC
Kaizen Retirement Plan Advisors, LLC is a Quincy-based RIA. The firm has been operating for 8 years. Managing $155.9M in total assets under management, with 1 advisory representatives. They custody assets with Broadridge and Charles Schwab & Company. Services offered include Asset Management, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$155.9M AVG AUM / ADVISOR
$3.4M AVG AUM / CLIENT
8.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Vertex
Investment Themes
Insight quantum Fusion prime
Investment Vehicles
North radial
Services
Fusion Ridge vector Element Harbor vertex
Technology
Harbor
Owner & Executives
W
WILLIAM DANIEL GLEAVY
Chief Compliance Officer, Managing Member, Retirement Plan Advisor
- CRD
- #2317578
- Ownership
- 75% or more
(531) 287-2810
vertex.legacy@insightcapital.com
in linkedin.com/in/signal-north
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,737,285 | $3,338,378 |
| Non-Discretionary | $109,207,937 | $9,100,661 |
| Total | $155,945,222 | $5,997,893 |
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Separately Managed Accounts
Total SMA Asset: $155,945,222
Public Funds:
18.2% Corporate - Investment Grade:
20.6% Cash:
34.2% Equity - Exchange:
27.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,457,585,648 | 18.2% |
| Corporate - Investment Grade | $1,649,794,745 | 20.6% |
| Cash | $2,738,979,625 | 34.2% |
| Equity - Exchange | $2,162,352,336 | 27.0% |
| Total | $8,008,712,354 | 100.0% |