|
Zhang Financial LLC
✚
|
|
|---|---|
| CRD # | 159257 |
| SEC # | 801-72987 |
| CIK # | |
| AUM | $2.7 BB (50% Disc, 100% US) |
| Employees | 29 (41% Investors, 0% Brokers) |
| Phone | 269-385-5888 |
| Address | 5931 Oakland Dr Portage, MI 49024 |
| Source |
IAPD
Website
Facebook
|
| Total AUM ($BB) |
|---|
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
M Holdings Securities Inc
✚
|
OR | 2.8 |
|
Clifford SWAN Investment Counsel LLC
✚
|
CA | 2.8 |
|
Synovus Securities Inc
✚
|
GA | 2.7 |
|
Newport Group Consulting LLC
✚
|
FL | 2.7 |
|
Beacon Capital Management Inc
✚
|
OH | 2.7 |
|
SVA Wealth Management LLC
✚
|
WI | 2.7 |
|
Ironbridge International Ltd
✚
|
2.7 |
|
|
EPG Incorporated
✚
|
MA | 2.7 |
|
Marcuard Family Office Ltd
✚
|
2.6 |
|
|
WE Donoghue & Co LLC
✚
|
MA | 2.6 |