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ZHANG FINANCIAL

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

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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 StatusApproved
Firm CRD#159257
SEC#801-72987
Assets Managed by Firm$6,034,201,776
No. of Clients6475
No. of Advisors40

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 ClientsAUM
Firm Total6475$6,034,201,776
Individuals (other than high net worth individuals)948$437,361,344
High net worth individuals1029$3,478,288,777
Pension and profit sharing plans9$41,233,475
Charitable organizations3$556,722,137

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