Zhang Capital Management Corp.
Firm details
- Headquarters
- ,
- CRD number
- 148230
- Fee structure
- Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Zhang Capital Management Corp. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm’s advisory work centers on portfolio management for individuals and small businesses, serving a client base comprised of individual and family investors. Its compensation framework includes performance-based fees. The adviser is not identified as an ESG investor, does not operate as a multi-state adviser, and is not positioned as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents100%
Owners & executives
1 of 1Zhiheng Zhang
President and Chief Compliance OfficerCRD 2459854
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations