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Hongfang Zhang

NI Advisors

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About Hongfang Zhang

Hongfang Zhang is a registered representative with NI Advisors. Hongfang is registered in New Jersey. Hongfang has been in the industry since 2015 and has experience in Financial Planning and Portfolio Management.

Firm Information

Hongfang Zhang is currently registered with NI Advisors. NI Advisors is a registered investment advisor headquartered in California with a focus on financial planning, portfolio management for individuals, and selection of other advisors. They have been operating since 2005 and serve high-net-worth individuals and other individuals. They manage approximately $3.6 million in assets across 7 accounts.

$3.56M

Assets Under Management

Not reported

Total Clients

32

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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other

Share fees with third party asset managers

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Hongfang Zhang’s Registration & Firm History

CA

01/03/2025 - Present

NI Advisors (MILPITAS CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Hongfang Zhang.
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