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ZHANG FINANCIAL
ZHANG FINANCIAL LLC
CRD 159257 · SEC 801-72987
5931 OAKLAND DR., PORTAGE, MI, 49024, United States
Phone
269-385-5888
Fax
269-385-5705
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$8.37B
Discretionary AUM
$5.61B
Team
50 total employees; 19 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 940 | $452.4M |
| High net worth individuals | 1355 | $5.19B |
| Pension/profit sharing plans | 10 | $69.8M |
| Charitable organizations | 8 | $708.6M |
| State/municipal entities | 5 | $1.92B |
| Corporations/business entities | 13 | $35.0M |
States served
AZ, CA, CO, GA, IL, IN, MD, MA, MI, MN, NJ, NM, NY, NC, OH, OR, PA, SC, TN, UT, VA, WI, WA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD