Overview
Assets Under Management: $626 million
Headquarters: ADA, MI
High-Net-Worth Clients: 4
Average Client Assets: $141 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.00
Average High-Net-Worth Client Assets: $141 million
Total Client Accounts: 8,608
Discretionary Accounts: 8,608
Regulatory Filings
CRD Number: 139987
Filing ID: 1968196
Last Filing Date: 2025-03-26 11:28:00
Website: https://usafinancial.com