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Gary Glen Walters

PORTFORMULAS INVESTING CORPORATION·ADA, Michigan
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6020 EAST FULTON STREET, ADA, MI 49301CRD# 4135245Firm CRD# 139987
01

About

Gary Glen Walters is a registered financial advisor based in ADA, Michigan, affiliated with PORTFORMULAS INVESTING CORPORATION. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
USA FINANCIAL FORMULAS LLC
USA FINANCIAL FORMULAS CORPORATION
AUM
$586M
Regulatory assets under management
Employees
52
Total firm employees
View all advisors at USA FINANCIAL FORMULAS LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4135245
Firm CRD# 139987
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gary Glen Walters offer?
Gary Glen Walters specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ADA, Michigan for a consultation.
What are Gary Glen Walters's credentials?
Gary Glen Walters is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gary Glen Walters located?
Gary Glen Walters is based in ADA, Michigan, working with PORTFORMULAS INVESTING CORPORATION. Their office serves clients in the ADA metropolitan area and surrounding communities.
How does Gary Glen Walters charge for services?
Gary Glen Walters's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PORTFORMULAS INVESTING CORPORATION?
PORTFORMULAS INVESTING CORPORATION has approximately 52 employees and manages $586M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Michigan
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City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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