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KAIZERMAN & ASSOCIATES, LLC
KAIZERMAN, MARK HASKELL
CRD 128579
182 WEST CENTRAL STREET, SUITE 200, NATICK, MA, 01760, United States
Phone
508-647-0830
Fax
508-647-0845
Registration
— (—)
Source
State registered
Total AUM
$26.4M
Discretionary AUM
$0
Team
3 total employees; 3 advisory reps; 10 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)BENEFICIARY DIRECTORY SERVICE
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $2.3M |
| High net worth individuals | 10 | $24.1M |
All web addresses on file
- HTTP://WWW.KAIZERMAN.COM
- https://www.facebook.com/kaizerman.associates
- https://www.linkedin.com/company/kaizerman-&-associates
- https://www.instagram.com/abcs4xyzs
- https://www.linkedin.com/in/kaizerman/
- https://www.linkedin.com/in/alyx-m-cox-cfp/
- https://www.linkedin.com/in/meghan-waclawsky-cfp%C2%AE-caia-b4003b41/
Official SEC filing: View on IAPD