| Name | Title | Ownership | Since |
|---|---|---|---|
| Alex Chen Zhang | Owner | 10-25% | 2024 |
| Charles Cheng Zhang Control | Founder And President | 50-75% | 2011 |
| Lynn Ling Chen-Zhang Control | Ceo And Chief Compliance Officer | Under 5% | 2011 |
Zhang Financial LLC reports $7.2 billion in regulatory assets under management on its Form ADV.
Zhang Financial LLC reports 50 employees.
Zhang Financial LLC is based in Portage, MI and has been SEC-registered since 2012.
Zhang Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $4.76B |
| Non-discretionary | $2.42B |
| Total (RAUM) | $7.18B |