Zhang Financial

RIASEC RegisteredEst. 2012
Total AUM
$8.4B
Discretionary
$5.6B
67% of AUM
Avg account
$1.1M
Accounts
7,855
Employees
50
Advisory reps
22

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

FINTRX

Overview

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

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 43%, Exchange Traded Equities 34%, Private Funds 11%, Investment Grade Corp Bonds 8%, US Government Bonds 3%, Cash & Cash Equivalents 1%, Other 1%43%
  • Public Funds/Mutual Funds43%
  • Exchange Traded Equities34%
  • Private Funds11%
  • Investment Grade Corp Bonds8%
  • US Government Bonds3%

Owners & executives

2 of 2

  • Christopher Reiff

    Chief Compliance OfficerCRD 8209922

  • Lynn Chen-zhang

    Lynn Chen-zhang

    COO & CCOCRD 3125565

Contacts

3 of 20
  • Amanda Hartman

    Amanda Hartman

    Manager, Client ServicesCRD 5110995

  • Giselle Schlubatis

    Giselle Schlubatis

    Vice President, Private Client ServicesCRD 5422796

  • Kyle Mack

    Kyle Mack

    Wealth AdvisorCRD 7098826

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 221

Active vs passive

$2.9B in ETFs

Passive

73%

$2.1B

Active

24%

$793M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$236M342,9868.02%
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Location

Primary office

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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