Overview
Assets Under Management: $1.6 billion
Headquarters: ADA, MI
High-Net-Worth Clients: 262
Average Client Assets: $793,160
Frequently Asked Questions
USA FINANCIAL EXCHANGE LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #283466), USA FINANCIAL EXCHANGE LLC is subject to fiduciary duty under federal law.
USA FINANCIAL EXCHANGE LLC is headquartered in ADA, MI.
USA FINANCIAL EXCHANGE LLC serves 262 high-net-worth clients according to their SEC filing dated March 26, 2025. View client details ↓
According to their SEC Form ADV, USA FINANCIAL EXCHANGE LLC offers selection of other advisors. View all service details ↓
USA FINANCIAL EXCHANGE LLC manages $1.6 billion in client assets according to their SEC filing dated March 26, 2025.
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