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ZHANG FINANCIAL
Tel: 269-385-5888
5931 Oakland Dr. Portage, Michigan 49024
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
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
Firm CRD#:
159257
SEC#:
801-72987
No. of Clients:
6475
Assets under Management
$6,034,201,776
No. of Advisors:
40
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