ZHANG FINANCIAL LLC of PORTAGE, MI is an SEC-registered investment adviser (CRD 159257). Regulatory assets under management: $8.4B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| ZHANG CHEN | OWNER | HONG KONG, K3 |
| Charles Cheng Zhang | FOUNDER AND PRESIDENT | — |
| Lynn Ling Chen-Zhang | CEO; CEO AND CHIEF COMPLIANCE OFFICER | — |
| Alex Chen Zhang | OWNER | — |
| Mitchell C Zhang | OWNER | — |
| Christopher Thompson Reiff | CHIEF COMPLIANCE OFFICER | — |
| ZHANG CHARLES CHENG | FOUNDER AND PRESIDENT; MANAGING MEMBER; MANAGING PARTNER | — |
| CHEN-ZHANG LYNN LING | CEO AND CHIEF COMPLIANCE OFFICER; CEO, COO AND CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER | — |
| ZHANG MITCHELL C | OWNER | — |
Showing 15 of 16 offices.
| City | State | Employees | Phone |
|---|---|---|---|
| BLOOMFIELD HILLS | MI | 3 | 248.846.8889 |
| BLOOMFIELD HILLS | MI | 3 | 248.846.8889 |
| ADA | MI | 2 | 616-235-5777 |
| ADA | MI | 2 | 616-235-5777 |
| TRAVERSE CITY | MI | 1 | (231) 943-6988 |
| CHICAGO | IL | 1 | 312.788.9887 |
| NAPLES | FL | 1 | 239-325-1826 |
| BATTLE CREEK | MI | 1 | 269-965-0777 |
| ANN ARBOR | MI | 1 | 734-794-4896 |
| OKEMOS | MI | 1 | (517) 893-3988 |
| TRAVERSE CITY | MI | 1 | (231) 943-6988 |
| CHICAGO | IL | 1 | 312.788.9887 |
| NAPLES | FL | 1 | 239-325-1826 |
| BATTLE CREEK | MI | 1 | 269-965-0777 |
| ANN ARBOR | MI | 1 | 734-794-4896 |