Zhang Financial LLC

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Regulatory AUM vs AUM

Type	Result	AUM ($BB)

Zhang Financial LLC ✚
CRD #	159257
SEC #	801-72987
CIK #
AUM	$3.0 BB (51% 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)
Lawing Financial Inc ✚	KS	3.1
VSR Financial Services Inc ✚	KS	3.1
Compagnie De Banque Privee Quilvest SA ✚		3.1
Crestwood Advisors Group LLC ✚	MA	3.0
Ventras Capital Advisors LLC ✚	CO	3.0
USCA RIA LLC ✚	TX	3.0
The Quantitative Group LP ✚	TX	2.9
Summit Financial Group Inc ✚	FL	2.9
Stacey Braun Associates Inc ✚	NY	2.9
Mariner Wealth Advisors - Leawood LLC ✚	KS	2.8

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