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USA FINANCIAL EXCHANGE

USA FINANCIAL EXCHANGE LLC

CRD 283466 · SEC 801-107771

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

Phone

888-444-0125

Fax

888-444-7105

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.64B

Discretionary AUM

$1.64B

Team

38 total employees; 0 advisory reps

Clients

0

Fees

PERCENTAGE BASED ON ASSETS OF ADVISERS UTILIZING THE PLATFORM

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

No

Services

Selection of other advisersCREATE A PLATFORM FOR RIAS TO ACCESS MONEY MANAGERS AND CUSTODIAL RELATIONSHIPS.

Client types

TypeClientsAUM
Individuals9971$1.40B
High net worth individuals294$233.4M

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

Official SEC filing: View on IAPD