Unclaimed Profile

Mitchell C Zhang

ZHANG FINANCIAL LLC·PORTAGE, Michigan

Clean 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

Disclosure history

Clean record · no disclosure events on file

About

Mitchell C 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

ZHANG FINANCIAL LLC

ZHANG FINANCIAL

AUM

$6.0B

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6368124

Firm CRD# 159257

View on FINRA BrokerCheck →

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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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