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Building 2ZHANG FINANCIAL

Map pinPORTAGE, MI
Phone269-385-5888
NotebookSEC #801-72987
Total AUM
$8.4B
Employees
50
Clients
2,331

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5931 OAKLAND DR.
PORTAGE
MI 49024
United States
Operating Hours
9:00-5:00
Monday - Friday
Phone
269-385-5888
Other Offices
8

ReceiptFinancials

Total AUM
$8.4B
Accounts
7,855
Discretionary
$5.6B
Accounts
7,455
Non-Discretionary
$2.8B
Accounts
400

ContactClients

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Individual Clients
940
AUM
$452.4M
HNW Individual Clients
1,355
AUM
$5.2B
Pension/Profit Sharing Plan Clients
10
AUM
$69.8M
Charitable Organization Clients
8
AUM
$708.6M
Government Entity Clients
5
AUM
$1.9B
Corporation or Business Clients
13
AUM
$35M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLGAILINMAMDMIMNNCNJNMNYOHORPASCTNTXUTVAWAWI

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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