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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YOUSIF CAPITAL MANAGEMENT, LLC 39533 Woodward Ave, Suite 100 Bloomfield Hills, MI, 48304	$15,029,547,343	412	15
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