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ZHANG FINANCIAL LLC

Doing business as ZHANG FINANCIAL. SEC Form ADV profile.

Total regulatory AUM
$8,370,163,197
Discretionary
$5,605,567,821
Non-discretionary
$2,764,595,376

Firm details

CRD number
159257
SEC file number
801-72987
Main office
PORTAGE, MI, United States
Employees
50
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.