USA FINANCIAL FORMULAS CORPORATION

USA FINANCIAL FORMULAS LLC

CRD 139987 · SEC 801-67442

Visit website

6020 EAST FULTON STREET, ADA, MI, 49301, United States

Phone

(888)407-8198

Fax

(888)869-9411

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$534.4M

Discretionary AUM

$534.4M

Team

38 total employees; 4 advisory reps

Clients

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (institutions)

Client types

Type	Clients	AUM
Individuals	7489	$534.4M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

HTTPS://WWW.PORTFORMULAS.COM
http://www.usafinancial.com

Official SEC filing: View on IAPD