Zhang Financial
Firm details
- Headquarters
- Portage, Michigan
- CRD number
- 159257
- Registered since
- January 12, 2012
- Website
- www.zhangfinancial.com
- Custodians
- LPL FINANCIAL LLC, STATE STREET BANK AND TRUST COMPANY, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI61.98%
- State / Municipal Government22.9%
- Charitable Organizations8.47%
- Individuals5.41%
- Pension & Profit Sharing Plans0.83%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Zhang Financial is an independent, SEC-registered advisory firm formed in 2012 and structured as an LLC with individual ownership. The firm serves both high-net-worth individuals and families as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, separate account management for businesses and institutions, pension consulting, and educational seminars. Zhang Financial operates as a capital allocator and charges clients through a mix of percentage-of-AUM fees, hourly billing, and fixed fees. The firm does not identify as an active ESG investor. It has been recognized on industry lists, including appearances in FA Magazine (2020) and Forbes (America’s Top RIA Firms, 2023 and 2024).
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds43%
- Exchange Traded Equities34%
- Private Funds11%
- Investment Grade Corp Bonds8%
- US Government Bonds3%
Owners & executives
2 of 2
Lynn Chen-zhang
COO & CCOCRD 3125565
Christopher Reiff
Chief Compliance OfficerCRD 8209922
Contacts
3 of 20
Yuanlei Zhu
Senior ManagerCRD 5881611
Robert Mcdougall
SVP of Investment StrategyCRD 5892020
Cameron Kleinheksel
Private Client ServicesCRD 5896419
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 442Active vs passive
$5.9B in ETFs
73%
$4.3B
24%
$1.6B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $236M | 342,986 | 4.01% |
Location
Portage, MI
Kalamazoo
Location
Portage, MI
Headquartered in Portage, MI, anchoring the Kalamazoo-Battle Creek-Portage, MI metro in the Midwest.
- Metro area
- Kalamazoo-Battle Creek-Portage, MI
- Region
- Midwest
- County
- Kalamazoo
- Address
- 5931 Oakland Dr
- Time zone
- ET (UTC-5)
- Office locations
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