Unclaimed Profile

Li Zhang

WEDGE CAPITAL MANAGEMENT LLP·CHARLOTTE, North Carolina

Clean record16 years registeredWEDGE CAPITAL MANAGEMENT LLP

301 SOUTH COLLEGE STREET, CHARLOTTE, NC 28202-6002CRD# 5740178Firm CRD# 106234

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Li Zhang · CHARLOTTE, NC

Registration

CRD #5740178 · WEDGE CAPITAL MANAGEMENT LLP · 16 years registered

Brand Profile

Not yet started

Career History

WEDGE CAPITAL MANAGEMENT LLP

Jan 2010 – present

Registrations & Exams

Registration record

First registered · January 11, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEDGE CAPITAL MANAGEMENT LLP

CRD 106234 · SEC 801-29479

AUM

$7.6B

Regulatory assets under management

Employees

234 client accounts

Services offered by WEDGE CAPITAL MANAGEMENT LLP

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at WEDGE CAPITAL MANAGEMENT LLP →

Introduction

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Frequently Asked Questions

What services does Li Zhang offer?

Li Zhang specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in CHARLOTTE, North Carolina for a consultation.

What are Li Zhang's credentials?

Li Zhang is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Li Zhang located?

Li Zhang is based in CHARLOTTE, North Carolina, working with WEDGE CAPITAL MANAGEMENT LLP. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.

How does Li Zhang charge for services?

Li Zhang's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEDGE CAPITAL MANAGEMENT LLP?

WEDGE CAPITAL MANAGEMENT LLP has approximately 26 employees and manages $7.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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