USA FINANCIAL EXCHANGE - Financial Advisor in Michigan, Ada

Tel: 888-444-0125 6020 East Fulton Street Ada, Michigan 49301

About USA FINANCIAL EXCHANGE

USA FINANCIAL EXCHANGE is a Ada, Michigan based financial advisory firm with nearly $1,399,837,496 in assets under management and provides investment advisory services for 10320 clients. There are currently 38 financial advisors at the firm.

General Information

Firm CRD#:

283466

Firm SEC#:

801-107771

Assets Under Management:

$1,399,837,496

No. of Clients:

10320

No. of Advisors:

Advisory Services Provided:

Selection for other advisors
Other (CREATE A PLATFORM FOR RIAS TO ACCESS MONEY MANAGERS AND CUSTODIAL RELATIONSHIPS.)

Fee Structure:

Other (PERCENTAGE BASED ON ASSETS OF ADVISERS UTILIZING THE PLATFORM)

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Top Financial Advisory Firms in Michigan, Ada

FirmCRD#:139987

SEC#:801-67442

No. of Advisors:52

No. of Clients:6411

AUM:$585,852,896

FirmCRD#:143973

SEC#:801-67907

No. of Advisors:6

No. of Clients:1266

AUM:$260,500,000

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

USA FINANCIAL FORMULAS CORPORATION

139987

801-67442

6411

$585,852,896

CALDER FINANCIAL GROUP

143973

801-67907

1266

$260,500,000

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