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Zhang Financial

Headquartered in PORTAGE, MI

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Firm Information

Zhang Financial is an investment advisory firm headquartered in Portage, Michigan. The firm provides financial planning, pension consulting, and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. The firm has approximately $6.03 billion in regulatory assets under management.

Zhang Financial

5931 OAKLAND DR.

PORTAGE, MI 49024

$6.03B

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

ZHANG FINANCIAL has a total of 1 branch locations across the country.
location

PORTAGE, MI

Advisors at Zhang Financial

View All 13 Advisors
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Kyle James Triemstra

CFP®, RA

PORTAGE, MI

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Alex Chen Zhang

CFA®, RA

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Giselle Kristine Schlubatis

CFP®, RA

PORTAGE, MI

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David William Marshall

CFP®, RA

PORTAGE, MI

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Charles Cheng Zhang

CFP®, CFC®, RA

PORTAGE, MI

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Tyler Anthony Soares

CFA®, RA

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Christine Marie Lindberg

RA

PORTAGE, MI

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Tianxing Zheng

CFA®, RA

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Disclosures

There are no public disclosures for Zhang Financial.

Frequently Asked Questions (6)

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