USA Financial Formulas Corporation

Overview

USA Financial Formulas Corporation is an SEC registered investment adviser based in Ada, MI, registered since 2007. It reports $534M in assets under management across 7,489 accounts, with 38 employees.

Reported AUM

$534M

Discretionary

100%

Accounts

7,489

Average account

$71.4K

Employees

38

Registered since

2007

Jurisdictions

51

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• Individuals

Fee structure

Percentage of Assets

Executive officers 3 of 6

• Michael David Walters Chief Executive Officer, Manager CRD 2580592
• Brent David Enders President, Manager CRD 2858719
• Dawn M Thomason Chief Compliance Officer CRD 5275125

3 more executive officers, with direct contact details

Location

Headquarters

6020 Fulton St E
Ada, MI 49301

County

Kent

Metro area

Grand Rapids-Kentwood, MI

Region

Midwest

Registrations

• SEC registered
• Registered in 51 jurisdictions
• Website: portformulas.com

Every state, with registration dates

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