ZHANG FINANCIAL

5931 Oakland Dr.
Portage, Michigan 49024
Tel: 269-385-5888

About ZHANG FINANCIAL

ZHANG FINANCIAL, formally registered with the SEC as ZHANG FINANCIAL. The firm was established in 01/12/2012. They have over 8 offices throughout the country.

ZHANG FINANCIAL is a Portage, Michigan based Financial Planning firm with nearly $6,034,201,776 assets under management, offering retirement planning & investment advisory services to 6475 clients. The firm is staffed with 40 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	159257
SEC#	801-72987
Assets Managed by Firm	$6,034,201,776
No. of Clients	6475
No. of Advisors	40

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	6475	$6,034,201,776
Individuals (other than high net worth individuals)	948	$437,361,344
High net worth individuals	1029	$3,478,288,777
Pension and profit sharing plans	9	$41,233,475
Charitable organizations	3	$556,722,137

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JACKSON NATIONAL ASSET MANAGEMENT, LLC 1 Corporate Way Lansing, MI, 48951	$246,667,042,077	132	164
PLANTE MORAN FINANCIAL ADVISORS 3000 Town Center, Suite 100 Southfield, MI, 48075	$20,526,058,796	17010	134
OA PRIVATE CAPITAL 200 Monroe Avenue Nw, Suite 500 Grand Rapids, MI, 49503	$20,209,044,347	85	74
YOUSIF CAPITAL MANAGEMENT, LLC 39533 Woodward Ave, Suite 100 Bloomfield Hills, MI, 48304	$15,029,547,343	412	15
BRICKTOWN CAPITAL, LLC 600 E. Lafayette Blvd Detroit, MI, 48226	$11,989,880,000	105	31

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