Zhang Financial

Zhang Financial (CRD# 159257) is a financial advisory firm headquartered in Portage, MI. They manage $5,728,071,112 in 6,243 accounts and serve the financial needs of clients across 24 states (or territories).

Current Firm Details
5931 Oakland Dr., Portage, MI 49024
https://www.facebook.com/zhangfinancial/
By the Numbers
  • Total Assets Under Management
    5,728
    MILLION
  • Total Number of Accounts
    6,243
    ACCOUNTS
  • Average Account Value
    $917,519
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, GA, IL, IN, MA, MD, MI, MN, NC, NJ, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI

Financial Advisors at Zhang Financial
Showing 11 - 15 of 15 top financial advisors.
11
Charles Zhang, financial advisor Portage MI
Charles C. Zhang
CRD#: 2149094
5931 Oakland Dr., Portage, MI 49024

Charles Zhang (CRD# 2149094) is an Investment Advisor Representative working at Zhang Financial in Portage, MI and has over 32 years of experience in the finance industry.

12
Yuanlei Zhu, financial advisor Portage MI
Yuanlei Zhu
CRD#: 5881611
5931 Oakland Dr., Portage, MI 49024

Yuanlei Zhu (CRD# 5881611) is an Investment Advisor Representative working at Zhang Financial in Portage, MI and has 1 year of experience in the finance industry.

13
Kyle Mack, financial advisor Portage MI
Kyle J. Mack
CRD#: 7098826
5931 Oakland Dr., Portage, MI 49024

Kyle Mack (CRD# 7098826) is an Investment Advisor Representative working at Zhang Financial in Portage, MI and has 1 year of experience in the finance industry.

14
Giselle Schlubatis, financial advisor Portage MI
Giselle K. Schlubatis
CRD#: 5422796
5931 Oakland Dr., Portage, MI 49024

Giselle Schlubatis (CRD# 5422796) is an Investment Advisor Representative working at Zhang Financial in Portage, MI and has over 16 years of experience in the finance industry.

15
Kyle Triemstra, financial advisor Portage MI
Kyle J. Triemstra
CRD#: 7678430
5931 Oakland Dr., Portage, MI 49024

Kyle Triemstra (CRD# 7678430) is an Investment Advisor Representative working at Zhang Financial in Portage, MI and has 1 year of experience in the finance industry.

PREV ... 1 2

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals