Overview
Assets Under Management: $1.6 billion
Headquarters: ADA, MI
High-Net-Worth Clients: 262
Average Client Assets: $793,160
Services Offered
Services: Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 262
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 12.97
Average High-Net-Worth Client Assets: $793,160
Total Client Accounts: 227,815
Discretionary Accounts: 227,815
Regulatory Filings
CRD Number: 283466
Filing ID: 1968593
Last Filing Date: 2025-03-26 12:31:00
Website: https://usafinancial.com