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ZHANG FINANCIAL

PORTAGE, MI · CRD 159257 · IAPD ↗ · 269-385-5888

$8.37BRegulatory AUM
19Advisory reps
50Employees
0Clients
More than 500Planning clients
0Private funds
26States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2026 — ZHANG FINANCIAL notice-filed in NM, OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — ZHANG FINANCIAL added office(s): 7 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
April 2024 — ZHANG FINANCIAL notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.