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- Custodian
- Pershing · SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-1995
- Office Locations
- 1
Office Locations
About Kaizerman & Associates, LLC
Kaizerman & Associates is a Natick, MA-based financial planning and wealth management firm serving individuals and families. The team delivers customized, comprehensive plans aligned to clients’ goals, resources, and behavior, with portfolio construction and risk management using primarily public funds (e.g., mutual funds/index approaches). Differentiator: its Beneficiary Directory process to organize key documents and guide heirs; works with Pershing and SEI.
Team overview
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Platform
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Owner & Executives
Alyx M Cox
Financial Advisor, General Partner
- CRD
- #5813585
- Ownership
- 50% but less than 75%
Meghan Frances Waclawsky
Associate, FINANCIAL PLANNER
- CRD
- #6693430
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $26,429,147 | -- |
| Total | $26,429,147 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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