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Charles Cheng Zhang

Founder And PresidentZhang Financial LLCCRD 2149094

About Charles Cheng Zhang

Charles Cheng Zhang is listed as Founder And President at Zhang Financial LLC in Portage, MI. Form ADV reports a beneficial ownership band of 50-75%. Charles Cheng Zhang is associated with 3 registered advisers.

Reported ownership

Owns 50-75% of Zhang Financial LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Charles Cheng Zhang work?

Charles Cheng Zhang is listed as Founder And President at Zhang Financial LLC on SEC Form ADV.

How much of Zhang Financial LLC does Charles Cheng Zhang own?

Form ADV reports a beneficial ownership band of 50-75%.

Zhang Financial LLC

TitleFounder And President
Ownership50-75%
Control personYes
Since2011

Merion Capital LLC

TitleManaging Member
OwnershipUnder 5%
Control personYes
Since2023

Merion Capital LLC

TitleOwner
OwnershipOver 75%
Control personYes
Since2023