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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| USA Financial Securities LLC
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| CRD # | 103857 |
| SEC # | 801-68276 |
| CIK # | |
| AUM | $301.5 M (2025-03-27) |
| Employees | 166 (85% Investors, 89% Brokers) |
| Phone | 888-407-8198 |
| Address | 6020 East Fulton Street Ada, MI 49301 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,686 | 212.7 |
| (b) Individuals (high net worth individuals) | 45 | 79.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 19 | 9.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,750 | 301.5 |
| By Discretionary | ||
| Discretionary | 1,107 | 195.9 |
| Non-Discretionary | 643 | 105.6 |
| Total | 1,750 | 301.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 301.5 | |
| Total | 1,750 | 301.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
JPS Financial LLC
✚
|
OH | 0.3 |
|
Watershed Private Wealth LLC
✚
|
IL | 0.3 |
|
Crestmont Private Wealth LLC
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|
TX | 0.3 |
|
Old Bridge Capital Management Private Limited
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|
0.3 | |
|
Clay Northam Wealth Management LLC
✚
|
CA | 0.3 |
|
Green Ridge Wealth Planning LLC
✚
|
NJ | 0.3 |
|
Fai Advisors Inc
✚
|
MI | 0.3 |
|
Hamilton Capital Partners LLC
✚
|
GA | 0.3 |
|
Mendel Money Management Inc
✚
|
IL | 0.3 |
|
Seros Financial LLC
✚
|
AZ | 0.3 |