USA Financial Exchange LLC
● SEC registered since 2016CRD 283466SEC# 801-107771Ada, MI
Reg. AUM
$1.64B
Employees
38
Accounts
9,971
Location
Ada, MI
USA Financial Exchange LLC assets under management
USA Financial Exchange LLC operates as an SEC-registered investment adviser based in Ada, MI. The firm has been registered since 2016. It reports $1.6 billion in regulatory assets under management and employs 38 people.
USA Financial Exchange LLC owners & executives
27 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brent David Enders Control | President/Manager | Under 5% | 2016 |
| Dawn M Thomason Control | Chief Compliance Officer | Under 5% | 2022 |
| James Carroll McConnell | Chief Operations Officer | Under 5% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does USA Financial Exchange LLC manage?
USA Financial Exchange LLC reports $1.6 billion in regulatory assets under management on its Form ADV.
How many employees does USA Financial Exchange LLC have?
USA Financial Exchange LLC reports 38 employees.
Where is USA Financial Exchange LLC located?
USA Financial Exchange LLC is based in Ada, MI and has been SEC-registered since 2016.
Does USA Financial Exchange LLC disclose fund performance?
USA Financial Exchange LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6020 East Fulton Street, Ada, MI 49301 |
| Phone | 888-444-0125 |
| Fax | 888-444-7105 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.64B▲ 2%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 25%
Larger than 75% of 16,271 advisers
EmployeesTop 15%
More than 85% of 16,825 advisers
Assets under management
$1.64Bregulatory AUM
Discretionary $1.64B