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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 25, 2025
- Branch Offices
- 9
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CHEN-ZHANG, LYNN, LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHEN-ZHANG, LYNN, LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHEN-ZHANG, LYNN, LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHEN-ZHANG, LYNN, LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHEN-ZHANG, LYNN, LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHEN-ZHANG, LYNN, LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHEN-ZHANG, LYNN, LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHEN-ZHANG, LYNN, LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHEN-ZHANG, LYNN, LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHEN-ZHANG, LYNN, LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHEN-ZHANG, LYNN, LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHEN-ZHANG, LYNN, LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHEN-ZHANG, LYNN, LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHEN-ZHANG, LYNN, LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHEN-ZHANG, LYNN, LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHEN-ZHANG, LYNN, LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHEN-ZHANG, LYNN, LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHEN-ZHANG, LYNN, LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHEN-ZHANG, LYNN, LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHEN-ZHANG, LYNN, LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHEN-ZHANG, LYNN, LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHEN-ZHANG, LYNN, LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHEN-ZHANG, LYNN, LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHEN-ZHANG, LYNN, LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHEN-ZHANG, LYNN, LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHEN-ZHANG, LYNN, LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHEN-ZHANG, LYNN, LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHEN-ZHANG, LYNN, LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHEN-ZHANG, LYNN, LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHEN-ZHANG, LYNN, LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHEN-ZHANG, LYNN, LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHEN-ZHANG, LYNN, LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHEN-ZHANG, LYNN, LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHEN-ZHANG, LYNN, LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHEN-ZHANG, LYNN, LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHEN-ZHANG, LYNN, LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHEN-ZHANG, LYNN, LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHEN-ZHANG, LYNN, LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHEN-ZHANG, LYNN, LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHEN-ZHANG, LYNN, LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHEN-ZHANG, LYNN, LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHEN-ZHANG, LYNN, LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHEN-ZHANG, LYNN, LING | I | CEO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CHEN-ZHANG, LYNN, LING | I | CEO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CHEN-ZHANG, LYNN, LING | I | CEO, COO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CHEN-ZHANG, LYNN, LING | I | CEO, COO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CHEN-ZHANG, LYNN, LING | I | CEO, COO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CHEN-ZHANG, LYNN, LING | I | CEO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CHEN-ZHANG, LYNN, LING | I | CEO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CHEN-ZHANG, LYNN, LING | I | CEO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CHEN-ZHANG, LYNN, LING | I | CEO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CHEN-ZHANG, LYNN, LING | I | CEO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CHEN-ZHANG, LYNN, LING | I | CEO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ZHANG, CHARLES, CHENG | I | MANAGING MEMBER | E | Control |
| ZHANG, CHARLES, CHENG | I | MANAGING MEMBER | E | Control |
| ZHANG, CHARLES, CHENG | I | MANAGING MEMBER | E | Control |
| ZHANG, CHARLES, CHENG | I | MANAGING MEMBER | E | Control |
| ZHANG, CHARLES, CHENG | I | MANAGING MEMBER | E | Control |
| ZHANG, CHARLES, CHENG | I | MANAGING MEMBER | E | Control |
| ZHANG, CHARLES, CHENG | I | MANAGING MEMBER | E | Control |
| ZHANG, CHARLES, CHENG | I | MANAGING MEMBER | E | Control |
| ZHANG, CHARLES, CHENG | I | MANAGING MEMBER | E | Control |
| ZHANG, CHARLES, CHENG | I | MANAGING MEMBER | E | Control |
| ZHANG, CHARLES, CHENG | I | MANAGING MEMBER | E | Control |
| ZHANG, CHARLES, CHENG | I | MANAGING MEMBER | E | Control |
| ZHANG, CHARLES, CHENG | I | MANAGING MEMBER | E | Control |
| ZHANG, CHARLES, CHENG | I | MANAGING MEMBER | E | Control |
| ZHANG, CHARLES, CHENG | I | MANAGING MEMBER | E | Control |
| ZHANG, CHARLES, CHENG | I | MANAGING MEMBER | E | Control |
| ZHANG, CHARLES, CHENG | I | MANAGING MEMBER | E | Control |
| ZHANG, CHARLES, CHENG | I | MANAGING MEMBER | E | Control |
| ZHANG, CHARLES, CHENG | I | MANAGING MEMBER | E | Control |
| ZHANG, CHARLES, CHENG | I | MANAGING MEMBER | E | Control |
| ZHANG, CHARLES, CHENG | I | MANAGING MEMBER | E | Control |
| ZHANG, CHARLES, CHENG | I | MANAGING MEMBER | E | Control |
| ZHANG, CHARLES, CHENG | I | MANAGING MEMBER | E | Control |
| ZHANG, CHARLES, CHENG | I | MANAGING MEMBER | E | Control |
| ZHANG, CHARLES, CHENG | I | MANAGING MEMBER | E | Control |
| ZHANG, CHARLES, CHENG | I | MANAGING MEMBER | E | Control |
| ZHANG, CHARLES, CHENG | I | MANAGING MEMBER | E | Control |
| ZHANG, CHARLES, CHENG | I | MANAGING MEMBER | E | Control |
| ZHANG, CHARLES, CHENG | I | MANAGING MEMBER | E | Control |
| ZHANG, CHARLES, CHENG | I | MANAGING MEMBER | E | Control |
| ZHANG, CHARLES, CHENG | I | MANAGING MEMBER | E | Control |
| ZHANG, CHARLES, CHENG | I | MANAGING MEMBER | E | Control |
| ZHANG, CHARLES, CHENG | I | MANAGING MEMBER | E | Control |
| ZHANG, CHARLES, CHENG | I | MANAGING MEMBER | E | Control |
| ZHANG, CHARLES, CHENG | I | MANAGING MEMBER | E | Control |
| ZHANG, CHARLES, CHENG | I | MANAGING MEMBER | E | Control |
| ZHANG, CHARLES, CHENG | I | MANAGING MEMBER | E | Control |
| ZHANG, CHARLES, CHENG | I | MANAGING MEMBER | E | Control |
| ZHANG, CHARLES, CHENG | I | MANAGING MEMBER | E | Control |
| ZHANG, CHARLES, CHENG | I | MANAGING MEMBER | E | Control |
| ZHANG, CHARLES, CHENG | I | MANAGING MEMBER | E | Control |
| ZHANG, CHARLES, CHENG | I | MANAGING MEMBER | E | Control |
| ZHANG, CHARLES, CHENG | I | MANAGING PARTNER | E | Control |
| ZHANG, CHARLES, CHENG | I | MANAGING PARTNER | E | Control |
| ZHANG, CHARLES, CHENG | I | FOUNDER AND PRESIDENT | E | Control |
| ZHANG, CHARLES, CHENG | I | FOUNDER AND PRESIDENT | E | Control |
| ZHANG, CHARLES, CHENG | I | FOUNDER AND PRESIDENT | E | Control |
| ZHANG, CHARLES, CHENG | I | FOUNDER AND PRESIDENT | E | Control |
| ZHANG, CHARLES, CHENG | I | FOUNDER AND PRESIDENT | E | Control |
| ZHANG, CHARLES, CHENG | I | FOUNDER AND PRESIDENT | D | Control |
| ZHANG, CHARLES, CHENG | I | FOUNDER AND PRESIDENT | D | Control |
| ZHANG, CHARLES, CHENG | I | FOUNDER AND PRESIDENT | D | Control |
| ZHANG, CHARLES, CHENG | I | FOUNDER AND PRESIDENT | D | Control |
| ZHANG, ALEX, CHEN | I | OWNER | B | |
| ZHANG, ALEX, CHEN | I | OWNER | B | |
| ZHANG, ALEX, CHEN | I | OWNER | B | |
| ZHANG, ALEX, CHEN | I | OWNER | B | |
| ZHANG, ALEX, CHEN | I | OWNER | B | |
| ZHANG, MITCHELL, C | I | OWNER | B | |
| ZHANG, MITCHELL, C | I | OWNER | B | |
| ZHANG, MITCHELL, C | I | OWNER | B | |
| ZHANG, MITCHELL, C | I | OWNER | B | |
| ZHANG, MITCHELL, C | I | OWNER | A |
Registrations
Federal
IA
Sep 25, 2025 REGISTERED
Notice Filings (24)
AZ CA CO CT FL GA IL IN MA MD MI MN NC NJ NY OH PA SC TN TX UT VA WA WI
Address
5931 OAKLAND DR.PORTAGE, MI 49024
United States
Phone: 269-385-5888