ZHANG FINANCIAL LLC
Legal name: ZHANG FINANCIAL
CRD #159257 SEC #801-72987 PORTAGE, MI 269-385-5888
SEC Registered
Total AUM
$7.2B
Discretionary
$4.8B
Employees
50
Clients
--
Accounts
7,270
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $7.2B | $4.8B | $2.4B | 50 | 0 |
| Aug 2025 | $7.2B | $4.8B | $2.4B | 50 | 0 |
| Mar 2025 | $6.5B | $4.3B | $2.3B | 48 | 0 |
| Oct 2024 | $6B | $3.9B | $2.2B | 40 | 0 |
| Mar 2024 | $5.7B | $3.6B | $2.1B | 40 | 0 |
| Sep 2023 | $5B | $3.1B | $1.9B | 40 | 0 |
| Apr 2023 | $4.8B | $2.9B | $1.9B | 40 | 0 |
| Mar 2023 | $4.5B | $2.7B | $1.8B | 40 | 0 |
| Oct 2022 | $4.8B | $2.7B | $2B | 35 | 0 |
| Mar 2022 | $4.8B | $2.7B | $2B | 35 | 0 |
| Mar 2021 | $4B | $2.2B | $1.8B | 31 | 0 |
| Mar 2021 | $3.9B | $2.1B | $1.7B | 31 | 0 |
| Jun 2020 | $3.2B | $1.6B | $1.6B | 31 | 0 |
| Mar 2020 | $3.2B | $1.6B | $1.6B | 31 | 0 |
| Nov 2019 | $3B | $1.5B | $1.5B | 29 | 0 |
| Oct 2019 | $3B | $1.5B | $1.5B | 29 | 0 |
| Mar 2019 | $2.7B | $1.4B | $1.3B | 29 | 0 |
| Dec 2018 | $2.8B | $1.3B | $1.5B | 29 | 0 |
| Aug 2018 | $2.8B | $1.3B | $1.5B | 29 | 0 |
| Jul 2018 | $2.8B | $1.3B | $1.5B | 29 | 0 |
| Mar 2018 | $2.8B | $1.3B | $1.5B | 29 | 0 |
| Aug 2017 | $2.7B | $1.2B | $1.5B | 18 | 2,300 |
| Mar 2017 | $2.5B | $1.1B | $1.3B | 18 | 2,300 |
| Jun 2016 | $2.2B | $912M | $1.2B | 14 | 2,300 |
| May 2016 | $2.2B | $912M | $1.2B | 14 | 2,300 |
| Feb 2016 | $2.1B | $859.9M | $1.2B | 14 | 2,200 |
| Dec 2015 | $2.1B | $900.9M | $1.2B | 13 | 2,000 |
| Oct 2015 | $900.9M | $900.9M | $0 | 13 | 2,000 |
| Jun 2015 | $900.9M | $900.9M | $0 | 13 | 2,000 |
| Apr 2015 | $848.1M | $848.1M | $0 | 13 | 2,000 |
| Mar 2015 | $848.1M | $848.1M | $0 | 13 | 2,000 |
| Jan 2015 | $823.3M | $823.3M | $0 | 12 | 1,800 |
| Dec 2014 | $823.3M | $823.3M | $0 | 12 | 1,800 |
| Sep 2014 | $777.8M | $777.8M | $0 | 12 | 1,800 |
| Jul 2014 | $777.8M | $777.8M | $0 | 12 | 1,800 |
| Mar 2014 | $716.3M | $716.3M | $0 | 12 | 1,800 |
| Nov 2013 | $681.9M | $681.9M | $0 | 12 | 1,600 |
| May 2013 | $600.7M | $600.7M | $0 | 11 | 1,600 |
| Mar 2013 | $600.7M | $600.7M | $0 | 11 | 1,600 |
| Dec 2012 | $558.3M | $558.3M | $0 | 4 | 0 |
| Nov 2012 | $558.3M | $558.3M | $0 | 4 | 0 |
| Nov 2012 | $558.3M | $558.3M | $0 | 4 | 0 |
| Nov 2012 | $558.3M | $558.3M | $0 | 4 | 0 |
| Nov 2012 | $558.3M | $558.3M | $0 | 4 | 0 |
| Jul 2012 | $481.5M | $481.5M | $0 | -- | 0 |
| Apr 2012 | $126.8M | $126.8M | $0 | -- | 0 |
| Mar 2012 | $0 | $0 | $0 | -- | 0 |
| Dec 2011 | $0 | $0 | $0 | -- | 0 |
DateSep 2025
Total AUM$7.2B
Discretionary$4.8B
Non-Disc.$2.4B
Employees50
Clients0
DateAug 2025
Total AUM$7.2B
Discretionary$4.8B
Non-Disc.$2.4B
Employees50
Clients0
DateMar 2025
Total AUM$6.5B
Discretionary$4.3B
Non-Disc.$2.3B
Employees48
Clients0
DateOct 2024
Total AUM$6B
Discretionary$3.9B
Non-Disc.$2.2B
Employees40
Clients0
DateMar 2024
Total AUM$5.7B
Discretionary$3.6B
Non-Disc.$2.1B
Employees40
Clients0
DateSep 2023
Total AUM$5B
Discretionary$3.1B
Non-Disc.$1.9B
Employees40
Clients0
DateApr 2023
Total AUM$4.8B
Discretionary$2.9B
Non-Disc.$1.9B
Employees40
Clients0
DateMar 2023
Total AUM$4.5B
Discretionary$2.7B
Non-Disc.$1.8B
Employees40
Clients0
DateOct 2022
Total AUM$4.8B
Discretionary$2.7B
Non-Disc.$2B
Employees35
Clients0
DateMar 2022
Total AUM$4.8B
Discretionary$2.7B
Non-Disc.$2B
Employees35
Clients0
DateMar 2021
Total AUM$4B
Discretionary$2.2B
Non-Disc.$1.8B
Employees31
Clients0
DateMar 2021
Total AUM$3.9B
Discretionary$2.1B
Non-Disc.$1.7B
Employees31
Clients0
DateJun 2020
Total AUM$3.2B
Discretionary$1.6B
Non-Disc.$1.6B
Employees31
Clients0
DateMar 2020
Total AUM$3.2B
Discretionary$1.6B
Non-Disc.$1.6B
Employees31
Clients0
DateNov 2019
Total AUM$3B
Discretionary$1.5B
Non-Disc.$1.5B
Employees29
Clients0
DateOct 2019
Total AUM$3B
Discretionary$1.5B
Non-Disc.$1.5B
Employees29
Clients0
DateMar 2019
Total AUM$2.7B
Discretionary$1.4B
Non-Disc.$1.3B
Employees29
Clients0
DateDec 2018
Total AUM$2.8B
Discretionary$1.3B
Non-Disc.$1.5B
Employees29
Clients0
DateAug 2018
Total AUM$2.8B
Discretionary$1.3B
Non-Disc.$1.5B
Employees29
Clients0
DateJul 2018
Total AUM$2.8B
Discretionary$1.3B
Non-Disc.$1.5B
Employees29
Clients0
DateMar 2018
Total AUM$2.8B
Discretionary$1.3B
Non-Disc.$1.5B
Employees29
Clients0
DateAug 2017
Total AUM$2.7B
Discretionary$1.2B
Non-Disc.$1.5B
Employees18
Clients2,300
DateMar 2017
Total AUM$2.5B
Discretionary$1.1B
Non-Disc.$1.3B
Employees18
Clients2,300
DateJun 2016
Total AUM$2.2B
Discretionary$912M
Non-Disc.$1.2B
Employees14
Clients2,300
DateMay 2016
Total AUM$2.2B
Discretionary$912M
Non-Disc.$1.2B
Employees14
Clients2,300
DateFeb 2016
Total AUM$2.1B
Discretionary$859.9M
Non-Disc.$1.2B
Employees14
Clients2,200
DateDec 2015
Total AUM$2.1B
Discretionary$900.9M
Non-Disc.$1.2B
Employees13
Clients2,000
DateOct 2015
Total AUM$900.9M
Discretionary$900.9M
Non-Disc.$0
Employees13
Clients2,000
DateJun 2015
Total AUM$900.9M
Discretionary$900.9M
Non-Disc.$0
Employees13
Clients2,000
DateApr 2015
Total AUM$848.1M
Discretionary$848.1M
Non-Disc.$0
Employees13
Clients2,000
DateMar 2015
Total AUM$848.1M
Discretionary$848.1M
Non-Disc.$0
Employees13
Clients2,000
DateJan 2015
Total AUM$823.3M
Discretionary$823.3M
Non-Disc.$0
Employees12
Clients1,800
DateDec 2014
Total AUM$823.3M
Discretionary$823.3M
Non-Disc.$0
Employees12
Clients1,800
DateSep 2014
Total AUM$777.8M
Discretionary$777.8M
Non-Disc.$0
Employees12
Clients1,800
DateJul 2014
Total AUM$777.8M
Discretionary$777.8M
Non-Disc.$0
Employees12
Clients1,800
DateMar 2014
Total AUM$716.3M
Discretionary$716.3M
Non-Disc.$0
Employees12
Clients1,800
DateNov 2013
Total AUM$681.9M
Discretionary$681.9M
Non-Disc.$0
Employees12
Clients1,600
DateMay 2013
Total AUM$600.7M
Discretionary$600.7M
Non-Disc.$0
Employees11
Clients1,600
DateMar 2013
Total AUM$600.7M
Discretionary$600.7M
Non-Disc.$0
Employees11
Clients1,600
DateDec 2012
Total AUM$558.3M
Discretionary$558.3M
Non-Disc.$0
Employees4
Clients0
DateNov 2012
Total AUM$558.3M
Discretionary$558.3M
Non-Disc.$0
Employees4
Clients0
DateNov 2012
Total AUM$558.3M
Discretionary$558.3M
Non-Disc.$0
Employees4
Clients0
DateNov 2012
Total AUM$558.3M
Discretionary$558.3M
Non-Disc.$0
Employees4
Clients0
DateNov 2012
Total AUM$558.3M
Discretionary$558.3M
Non-Disc.$0
Employees4
Clients0
DateJul 2012
Total AUM$481.5M
Discretionary$481.5M
Non-Disc.$0
Employees--
Clients0
DateApr 2012
Total AUM$126.8M
Discretionary$126.8M
Non-Disc.$0
Employees--
Clients0
DateMar 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateDec 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0