AdvisorOS Directory
Claim Profile
AZ

Alex Chen Zhang

ZHANG FINANCIAL LLC·PORTAGE, Michigan
Unclaimed Profile
5931 OAKLAND DR., PORTAGE, MI 49024CRD# 7270806Firm CRD# 159257
01

About

Alex Chen Zhang is a registered financial advisor based in PORTAGE, Michigan, affiliated with ZHANG FINANCIAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
ZHANG FINANCIAL LLC
ZHANG FINANCIAL
AUM
$6.0B
Regulatory assets under management
Employees
40
Total firm employees
View all advisors at ZHANG FINANCIAL LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7270806
Firm CRD# 159257
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PORTAGE?

Browse all registered financial advisors in PORTAGE, Michigan or claim this profile if it's yours.

Browse PORTAGE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Alex Chen Zhang offer?
Alex Chen Zhang specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTAGE, Michigan for a consultation.
What are Alex Chen Zhang's credentials?
Alex Chen Zhang is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alex Chen Zhang located?
Alex Chen Zhang is based in PORTAGE, Michigan, working with ZHANG FINANCIAL LLC. Their office serves clients in the PORTAGE metropolitan area and surrounding communities.
How does Alex Chen Zhang charge for services?
Alex Chen Zhang's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ZHANG FINANCIAL LLC?
ZHANG FINANCIAL LLC has approximately 40 employees and manages $6.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in PORTAGE
Sandra Doctor — LVM CAPITAL MANAGEMENT LTDCharles Cheng Zhang — ZHANG FINANCIAL LLCLynn Ling Chen-Zhang — ZHANG FINANCIAL LLCCraig Alan Vander Molen — LVM CAPITAL MANAGEMENT LTDRyan Devlin Cahill — CAHILL WEALTH MANAGEMENT, LLC
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile