Zhang Financial is an investment advisor in Portage with $4.79 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
800370431
SEC advisor number
801-72987
FINRA CRD number
159257
AUM ?
$4.79 bn
(as of 28 Apr 23)
Accounts
5,720
(as of 28 Apr 23)
Employees
40
(16 investment advisory or research)
Address
Zhang Financial
5931 OAKLAND DR.
PORTAGE
MI 49024
5931 OAKLAND DR.
PORTAGE
MI 49024
Office hours
Monday - Friday, 9:00-5:00
Phone
269-385-5705
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Zhang, Charles, Cheng | Founder and President | 12/2011 | > 75% |
Chen-zhang, Lynn, Ling | CEO, COO and Chief Compliance Officer | 12/2011 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
24 Apr 24
13F-HR
Quarterly holdings report by institutional manager
31 Jan 24
13F-HR
Quarterly holdings report by institutional manager
11 Oct 23
13F-HR
Quarterly holdings report by institutional manager
18 Jul 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
17 May 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
17 Jan 23
13F-HR
Quarterly holdings report by institutional manager
18 Oct 22
13F-HR
Quarterly holdings report by institutional manager
14 Jul 22
13F-HR
Quarterly holdings report by institutional manager
21 Apr 22