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Financial Advisor
Michigan
Portage
ZHANG FINANCIAL

ZHANG FINANCIAL

Tel: 269-385-5888 5931 Oakland Dr. Portage, Michigan 49024

About ZHANG FINANCIAL

ZHANG FINANCIAL is a Portage, Michigan based financial advisory firm with nearly $6,034,201,776 in assets under management and provides investment advisory services for 6475 clients. There are currently 40 financial advisors at the firm.

General Information
Firm CRD#:

159257

Firm SEC#:

801-72987

Assets Under Management:

$6,034,201,776

No. of Clients:

6475

No. of Advisors:

40

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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