Zhang Financial LLC
● SEC registered since 2012CRD 159257SEC# 801-72987Portage, MI
Reg. AUM
$8.37B
Employees
50
Accounts
7,855
Location
Portage, MI
Zhang Financial LLC assets under management
Zhang Financial LLC is an investment advisory firm registered with the SEC based in Portage, MI. The firm has been registered since 2012. It reports $8.4 billion in regulatory assets under management and employs 50 people.
Zhang Financial LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alex Chen Zhang | Owner | 10-25% | 2024 |
| Charles Cheng Zhang Control | Founder And President | 50-75% | 2011 |
| Christopher Thompson Reiff | Chief Compliance Officer | Under 5% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Zhang Financial LLC manage?
Zhang Financial LLC reports $8.4 billion in regulatory assets under management on its Form ADV.
How many employees does Zhang Financial LLC have?
Zhang Financial LLC reports 50 employees.
Where is Zhang Financial LLC located?
Zhang Financial LLC is based in Portage, MI and has been SEC-registered since 2012.
Does Zhang Financial LLC disclose fund performance?
Zhang Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5931 Oakland Dr., Portage, MI 49024 |
| Phone | 269-385-5888 |
| Fax | 269-385-5705 |
| Office hours | 9:00-5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$8.37B▲ 28%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 9%
Larger than 91% of 16,271 advisers
EmployeesTop 12%
More than 88% of 16,825 advisers
Assets under management
$8.37Bregulatory AUM
Discretionary $5.61BNon-discretionary $2.76B