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KAIZEN FAMILY FINANCIAL CONSULTANTS, LLC - Florida Company Profile

Company Details

Entity Name: KAIZEN FAMILY FINANCIAL CONSULTANTS, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

KAIZEN FAMILY FINANCIAL CONSULTANTS, LLC is structured as a Limited Liability Company (LLC), a common business structure that offers its members limited liability protection, separating their personal assets from the company's debts and obligations.
In Florida, LLCs are governed by Title XXXVI, Chapter 605, Florida Revised Limited Liability Company Act

Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 27 Apr 2021 (4 years ago)
Last Event: LC AMENDMENT
Event Date Filed: 29 Jun 2021 (4 years ago)
Document Number: L21000195349
FEI/EIN Number 86-3926367

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 3301 N UNIVERSITY DR, SUITE 100, CORAL SPRINGS, FL, 33065, US
Mail Address: 3301 N UNIVERSITY DR, SUITE 100, CORAL SPRINGS, FL, 33065, US
ZIP code: 33065
County: Broward
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
Adeka Martelli S Manager 3301 N UNIVERSITY DR, CORAL SPRINGS, FL, 33065
Adeka Rachel R Authorized Member 3301 N UNIVERSITY DR, CORAL SPRINGS, FL, 33065
Adeka Martelli S Agent 3301 N UNIVERSITY DR, CORAL SPRINGS, FL, 33065

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2022-03-14 Adeka, Martelli S -
REGISTERED AGENT ADDRESS CHANGED 2022-03-14 3301 N UNIVERSITY DR, SUITE 100, CORAL SPRINGS, FL 33065 -
LC AMENDMENT 2021-06-29 - -
CHANGE OF PRINCIPAL ADDRESS 2021-06-29 3301 N UNIVERSITY DR, SUITE 100, CORAL SPRINGS, FL 33065 -
CHANGE OF MAILING ADDRESS 2021-06-29 3301 N UNIVERSITY DR, SUITE 100, CORAL SPRINGS, FL 33065 -

Documents

Name Date
ANNUAL REPORT 2024-04-26
ANNUAL REPORT 2023-04-27
ANNUAL REPORT 2022-03-14
LC Amendment 2021-06-29
Florida Limited Liability 2021-04-27

U.S. Small Business Administration Profile

Status User ID Name of Firm Trade Name UEI Address
Active P2875774 KAIZEN FAMILY FINANCIAL CONSULTANTS LLC - C1TYGCDKG3T5 3301 N UNIVERSITY DR, STE 100, CORAL SPRINGS, FL, 33065-4149
Capabilities Statement Link -
Phone Number 954-399-7878
Fax Number -
E-mail Address info@thekaizenfinancial.com
WWW Page https://www.thekaizenfinancial.com/
E-Commerce Website -
Contact Person MARTELLI ADEKA
County Code (3 digit) 011
Congressional District 23
Metropolitan Statistical Area 2680
CAGE Code 9ATY1
Year Established 2021
Accepts Government Credit Card Yes
Legal Structure LLC
Ownership and Self-Certifications Black American, Other Minority Owned, Self-Certified Small Disadvantaged Business, Women-Owned Small Business, Woman Owned
Business Development Servicing Office SOUTH FLORIDA DISTRICT OFFICE (SBA office code 0455)
Capabilities Narrative (none given)
Special Equipment/Materials (none given)
Business Type Percentages (none given)
Keywords (none given)
Quality Assurance Standards (none given)
Electronic Data Interchange capable -

SBA Federal Certifications

HUBZone Certified No
Women Owned Certified No
Women Owned Pending No
Economically Disadvantaged Women Owned Certified No
Economically Disadvantaged Women Owned Pending No
Veteran-Owned Small Business Certified No
Veteran-Owned Small Business Joint Venture No
Service-Disabled Veteran-Owned Small Business Certified No
Service-Disabled Veteran-Owned Small Business Joint Venture No

Bonding Levels

Description Construction Bonding Level (per contract)
Level (none given)
Description Construction Bonding Level (aggregate)
Level (none given)
Description Service Bonding Level (per contract)
Level (none given)
Description Service Bonding Level (aggregate)
Level (none given)

NAICS Codes with Size Determinations by NAICS

Primary Yes
Code 524210
NAICS Code's Description Insurance Agencies and Brokerages
Buy Green Yes
Code 524298
NAICS Code's Description All Other Insurance Related Activities
Buy Green Yes

Export Profile (Trade Mission Online)

Exporter Firm hasn't answered this question yet
Export Business Activities (none given)
Exporting to (none given)
Desired Export Business Relationships (none given)
Description of Export Objective(s) (none given)

Date of last update: 03 Apr 2025

Sources: Florida Department of State