ZHANG FINANCIAL
Portage, MI
AUM
$8.37B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
19 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
269-385-5888
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in MI, PORTAGE
8 advisers found
LVM CAPITAL MANAGEMENT LTD
Portage, MI
AUM
$1.31B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
269-321-8120
BRIGHT FINANCIAL ADVISORS, INC.
Portage, MI
AUM
$725.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
269-373-2700
626 FINANCIAL, LLC
Portage, MI
AUM
$379.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM
(269) 321-5040
HAVERDINK FINANCIAL MANAGEMENT, LLC
Portage, MI
AUM
$220.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
269-321-5070
INFINITY ADVISORY GROUP
Portage, MI
AUM
$128.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
269-888-2301
DOCSA CAPITAL MANAGEMENT, INC.
Portage, MI
AUM
$95.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
269-488-2322
FACE 2 FACE FINANCIAL PLANNING, LLC
Portage, MI
AUM
$29.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
269-389-0422