Home
›
Firms
›
USA FINANCIAL FORMULAS LLC
USA FINANCIAL FORMULAS LLC
USA FINANCIAL FORMULAS CORPORATION
ADA, Michigan
·
8 registered advisors
·
CRD# 139987
SEC# 801-67442
0
(800)869-5994
01
Firm Overview
AUM
$586M
Regulatory assets under management
Employees
52
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at USA FINANCIAL FORMULAS LLC
8 registered advisors
Brent David Enders
ADA, Michigan
CRD# 2858719
Dawn M Thomason
ADA, Michigan
CRD# 5275125
Gary Glen Walters
ADA, Michigan
CRD# 4135245
James Carroll Mcconnell
ADA, Michigan
CRD# 4679140
Mark Robert Mersman
ADA, Michigan
CRD# 4702400
Matthew H Eilers
ADA, Michigan
CRD# 5514093
Michael David Walters
ADA, Michigan
CRD# 2580592
William Clayton Bachert
ADA, Michigan
CRD# 4576698
05
Office Locations
ADA, Michigan
8 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. USA FINANCIAL FORMULAS LLC (CRD# 139987) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.