The ZHANG FINANCIAL LLC is a privately held investment adviser that advises $8.37Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. ZHANG FINANCIAL LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 46.91% over the last 5-years.
The Group has been registered with the SEC for 21.06 years and is comprised of 2 filing and 0 relying advisers. They operate out of 10 office locations with their Headquarters at 5931 OAKLAND DR., PORTAGE, MICHIGAN. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 50 employees comprised of 19 investment and 31 non-investment staff. The total number of Employees increased by 56.25% over the last 5-years.
Their $8.37Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 36 other accounts. Assets of High Net Worth Individuals clients own $5.19Bn or 61.98% of Total Assets and Government Entities and Pension Plans own $1.92Bn or 22.9% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Government Entities and Pension Plans.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
ZHANG FINANCIAL LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.