Alex
Zhang
Zhang Financial
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About this Advisor
Alex Zhang is a financial advisor based in Portage, Michigan, working with Zhang Financial. Alex has previously held positions at Jpmorgan Chase Bank Na, Jpmorgan Securities LLC, Tom Ford, Zhang Financial [Lpl Financial Local Branch], Columbia University, Zhang Financial LLC, Ropes & Gray, and Harvard Law School. Alex has passed the Series 63 regulatory exam and is registered to provide services in Michigan. Currently, Alex is part of Zhang Financial, which operates out of Portage, Michigan. The firm has 9 offices and 48 employees. Zhang Financial manages assets totaling $6.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and educational seminars. The fee structure at Zhang Financial includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Zhang Financial Brokerage Details
$6,547,690,960
48
6,876
$952,253
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Alex Zhang Work History
Zhang Financial LLC
Ropes & Gray
Ropes & Gray
Harvard Law School
Jpmorgan Chase Bank Na
Jpmorgan Securities LLC
Jpmorgan Chase Bank Na
Tom Ford
Tom Ford
Zhang Financial [Lpl Financial Local Branch]
Zhang Financial [Lpl Financial Local Branch]
Columbia University
Student
Disclosures
Please visit the SEC profile of Alex Zhang to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Zhang Financial
Portage, MI
Portage, MI
Portage, MI
Portage, MI
Portage, MI
Portage, MI
Portage, MI
Portage, MI
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