|
⚲
|
| USA Financial Exchange LLC
✚
|
|
|---|---|
| CRD # | 283466 |
| SEC # | 801-107771 |
| CIK # | 0002094500 |
| AUM | $1.6 B (2026-03-27) |
| Employees | 38 (0% Investors, 68% Brokers) |
| Phone | 888-444-0125 |
| Address | 6020 East Fulton Street Ada, MI 49301 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9,971 | 1,402.5 |
| (b) Individuals (high net worth individuals) | 294 | 233.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 9,971 | 1,635.9 |
| By Discretionary | ||
| Discretionary | 9,971 | 1,635.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 9,971 | 1,635.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,635.9 | |
| Total | 9,971 | 1,635.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0002094500] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Advisors Preferred LLC
✚
|
MD | 1.7 |
|
Perpetua Investment Managers PTY Limited
✚
|
1.7 | |
|
KBI Global Investors North America Ltd
✚
|
1.7 | |
|
Dock Street Capital Management LLC
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|
CT | 1.7 |
|
LPC Realty Advisors I LLC
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|
IL | 1.6 |
|
FS Fund Advisor LLC
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|
PA | 1.6 |
|
Eurazeo North America Inc
✚
|
NY | 1.6 |
|
Accolade Investment Advisory LLC
✚
|
OH | 1.6 |
|
Blue Owl Alternative Credit Advisors II LLC
✚
|
NY | 1.6 |
|
Locust Point Capital Inc
✚
|
FL | 1.6 |