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Mitchell C Zhang

ZHANG FINANCIAL LLC·PORTAGE, Michigan
SIE, Series 7, Series 63, Series 79Clean recordZHANG FINANCIAL LLC
5931 OAKLAND DR., PORTAGE, MI 49024CRD# 6368124Firm CRD# 159257

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mitchell C Zhang · PORTAGE, MI
Registration
CRD #6368124 · ZHANG FINANCIAL LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 79
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ZHANG FINANCIAL LLC
CRD 159257 · SEC 801-72987
AUM
$6.0B
Regulatory assets under management
Employees
40
6,475 client accounts
Services offered by ZHANG FINANCIAL LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at ZHANG FINANCIAL LLC →
Introduction

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04

Frequently Asked Questions

What services does Mitchell C Zhang offer?
Mitchell C Zhang specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTAGE, Michigan for a consultation.
What are Mitchell C Zhang's credentials?
Mitchell C Zhang is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mitchell C Zhang located?
Mitchell C 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 Mitchell C Zhang charge for services?
Mitchell C 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.
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Other Advisors at ZHANG FINANCIAL LLC

Alex Chen Zhang
PORTAGE, MI
CFPCFA
Charles Cheng Zhang
PORTAGE, MI
Lynn Ling Chen-Zhang
PORTAGE, MI

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