Zhang Financial LLC

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Assets, Funds, Holdings

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Zhang Financial LLC
CRD #159257
SEC #801-72987
CIK #0001776290
AUM $5.7 BB (2024-03-27)
Employees 40 (40% Investors, 0% Brokers)
Phone269-385-5888
Address5931 Oakland Dr
Portage, MI 49024
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($BB)
6.04.83.62.41.20.02009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 41.7
MSFT 1,918,222.4 25.8
SYK 74,798.9 24.8
IAU 21.6
NVDA 399,550.0 9.4
 
 
 
 
 
 
Holdings by Sector ($MM)
1500120090060030002011201520202025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 930 0.4
(b) Individuals (high net worth individuals) 981 3.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 10 0.0
(h) Charitable organizations 3 0.5
(i) State or municipal government entities 4 1.5
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 6,243 5.7
By Discretionary
Discretionary 5,931 3.6
Non-Discretionary 312 2.1
Total 6,243 5.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 5.7
Total 6,243 5.7
EDGAR Form CIK 2011 - 2024
13F-HR [0001776290]
Comparable Firms State AUM ($BB)
Intellicents Investment Solutions Inc
MN 6.0
Snowden Capital Advisors LLC
NY 5.9
NorthRock Partners LLC
MN 5.8
Jonathan Roberts Advisory Group Inc
FL 5.7
Frontier Asset Management LLC
WY 5.7
Crestwood Advisors Group LLC
MA 5.7
Richmond Capital Management Inc
VA 5.6
Annex Advisory Services LLC
WI 5.6
HBK Sorce Advisory LLC
PA 5.6
Sigma Planning Corporation
MI 5.6
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