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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Zhang Financial LLC
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|---|---|
| CRD # | 159257 |
| SEC # | 801-72987 |
| CIK # | 0001776290 |
| AUM | $6.5 B (2025-03-07) |
| Employees | 48 (35% Investors, 0% Brokers) |
| Phone | 269-385-5888 |
| Address | 5931 Oakland Dr Portage, MI 49024 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Stryker Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| iShares Comex Gold Trust | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| iShares Bitcoin Trust | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 934 | 0.4 |
| (b) Individuals (high net worth individuals) | 1,109 | 3.9 |
| (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 | 11 | 0.1 |
| (h) Charitable organizations | 8 | 0.6 |
| (i) State or municipal government entities | 4 | 1.6 |
| (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 | 10 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6,876 | 6.5 |
| By Discretionary | ||
| Discretionary | 6,547 | 4.3 |
| Non-Discretionary | 329 | 2.3 |
| Total | 6,876 | 6.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 6.5 | |
| Total | 6,876 | 6.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001776290] |
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Axxcess Wealth Management LLC
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