USA FINANCIAL FORMULAS CORPORATION

6020 East Fulton Street
Ada, Michigan 49301
Tel: (800)869-5994

About USA FINANCIAL FORMULAS CORPORATION

USA FINANCIAL FORMULAS CORPORATION, formally registered with the SEC as USA FINANCIAL FORMULAS CORPORATION. The firm was established in 02/01/2007. They have over 1 offices throughout the country.

USA FINANCIAL FORMULAS CORPORATION is a Ada, Michigan based Financial Planning firm with nearly $585,852,896 assets under management, offering retirement planning & investment advisory services to 6411 clients. The firm is staffed with 52 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	139987
SEC#	801-67442
Assets Managed by Firm	$585,852,896
No. of Clients	6411
No. of Advisors	52

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	6411	$585,852,896
Individuals (other than high net worth individuals)	6364	$578,727,947
High net worth individuals	47	$7,124,949

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