ZHANG FINANCIAL LLC

ZHANG FINANCIAL LLC of PORTAGE, MI is an SEC-registered investment adviser (CRD 159257). Regulatory assets under management: $8.4B.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

Officers, owners & control persons (9)

NameRoleLocation
ZHANG CHENOWNERHONG KONG, K3
Charles Cheng ZhangFOUNDER AND PRESIDENT
Lynn Ling Chen-ZhangCEO; CEO AND CHIEF COMPLIANCE OFFICER
Alex Chen ZhangOWNER
Mitchell C ZhangOWNER
Christopher Thompson ReiffCHIEF COMPLIANCE OFFICER
ZHANG CHARLES CHENGFOUNDER AND PRESIDENT; MANAGING MEMBER; MANAGING PARTNER
CHEN-ZHANG LYNN LINGCEO AND CHIEF COMPLIANCE OFFICER; CEO, COO AND CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER
ZHANG MITCHELL COWNER

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