Overview
Assets Under Management: $626 million
Headquarters: ADA, MI
High-Net-Worth Clients: 86
Average Client Assets: $727,372
Frequently Asked Questions
USA FINANCIAL FORMULAS 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 #139987), USA FINANCIAL FORMULAS LLC is subject to fiduciary duty under federal law.
USA FINANCIAL FORMULAS LLC is headquartered in ADA, MI.
USA FINANCIAL FORMULAS LLC serves 86 high-net-worth clients according to their SEC filing dated March 26, 2025. View client details ↓
According to their SEC Form ADV, USA FINANCIAL FORMULAS LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
USA FINANCIAL FORMULAS LLC manages $626 million in client assets according to their SEC filing dated March 26, 2025.
According to their SEC Form ADV, USA FINANCIAL FORMULAS LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 86
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 10.00
Average High-Net-Worth Client Assets: $727,372
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