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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 $5,043,963,628 assets under management, offering retirement planning & investment advisory services to 5846 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 | $5,043,963,628 |
| No. of Clients | 5846 |
| No. of Advisors | 40 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Educational Seminars/ Workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5846 | $5,043,963,628 |
| Individuals (other than high net worth individuals) | 973 | $447,391,941 |
| High net worth individuals | 854 | $2,708,783,569 |
| Pension and profit sharing plans | 10 | $36,903,501 |
| Charitable organizations | 4 | $509,803,735 |
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