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USA FINANCIAL EXCHANGE
6020 East Fulton Street
Ada, Michigan 49301
Tel: 888-444-0125
About USA FINANCIAL EXCHANGE
USA FINANCIAL EXCHANGE, formally registered with the SEC as USA FINANCIAL EXCHANGE. The firm was established in 05/18/2016. They have over 1 offices throughout the country.
USA FINANCIAL EXCHANGE is a Ada, Michigan based Financial Planning firm with nearly $1,399,837,496 assets under management, offering retirement planning & investment advisory services to 10320 clients. The firm is staffed with 38 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 283466 |
| SEC# | 801-107771 |
| Assets Managed by Firm | $1,399,837,496 |
| No. of Clients | 10320 |
| No. of Advisors | 38 |
Fee Structure
- Other (PERCENTAGE BASED ON ASSETS OF ADVISERS UTILIZING THE PLATFORM)
Advisory Services Provided
- Selection for other advisors
- Other (CREATE A PLATFORM FOR RIAS TO ACCESS MONEY MANAGERS AND CUSTODIAL RELATIONSHIPS.)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 10320 | $1,399,837,496 |
| Individuals (other than high net worth individuals) | 9860 | $1,327,218,617 |
| High net worth individuals | 411 | $55,300,776 |
| Corporations or other businesses | 49 | $17,318,103 |
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