Yuanlei
Zhu
Zhang Financial
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About this Advisor
Yuanlei Zhu is a financial advisor based in Portage, Michigan, working with Zhang Financial. Yuanlei has previously held positions at Zhang Financial LLC, Td Auto Finance, and Ford Credit/Ford. Yuanlei is registered to provide services in Michigan. Currently, Yuanlei is part of Zhang Financial, which operates out of Portage, Michigan. The firm has 7 offices and 40 employees. The firm manages assets totaling $5.7 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
$5,728,071,112
40
6,243
$917,519
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
Yuanlei Zhu Work History
Zhang Financial LLC
Td Auto Finance
Ford Credit/Ford
Disclosures
Please visit the SEC profile of Yuanlei Zhu 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
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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