ZHANG FINANCIAL LLC

ZHANG FINANCIAL

PORTAGE, Michigan·4 registered advisors·CRD# 159257

SEC# 801-729877269-385-5888

01

Firm Overview

AUM

$6.0B

Regulatory assets under management

Employees

40

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at ZHANG FINANCIAL LLC

4 registered advisors

Alex Chen Zhang

PORTAGE, Michigan

Charles Cheng Zhang

PORTAGE, Michigan

Lynn Ling Chen-Zhang

PORTAGE, Michigan

Mitchell C Zhang

PORTAGE, Michigan

05

Office Locations

PORTAGE, Michigan

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Data sourced from SEC Form ADV filings. ZHANG FINANCIAL LLC (CRD# 159257) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.