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 Wealth Management advisors in MI, PORTAGE
10 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
JOHN A. WOLFE & ASSOCIATES, INC.
Portage, MI
AUM
$560.7M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
269-324-1988
Full profileNo website
PPS & V ASSET MANAGEMENT CONSULTANTS INC
Portage, MI
AUM
$253.7M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
269-321-4444
Full profileNo website