firm profile
USA Financial Exchange
Overview
USA Financial Exchange is an SEC registered investment adviser based in Ada, MI, registered since 2016. It reports $1.6B in assets under management across 9,971 accounts, with 38 employees.
- Reported AUM
- $1.6B
- Discretionary
- 100%
- Accounts
- 9,971
- Average account
- $164K
- Employees
- 38
- Registered since
- 2016
- Jurisdictions
- 51
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Other Fees
Executive officers 3 of 6
- Michael David Walters Chief Executive Officer 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: usafinancialexchange.com
Every state, with registration dates
Similar firms near Ada
- Cambient Family Office, LLCAda, MI$858M AUM
- USA Financial Formulas CorporationAda, MI$534M AUM
- Calder Financial GroupAda, MI$297M AUM
- USA Financial Securities LLCAda, MI$297M AUM
- Valor Wealth Group, LLCAda, MI$42.4M AUM
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