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Building 2USA FINANCIAL EXCHANGE

Map pinADA, MI
Phone888-444-0125
NotebookSEC #801-107771
Total AUM
$1.6B
Employees
38
Clients
10,265

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6020 EAST FULTON STREET
ADA
MI 49301
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
888-444-0125

ReceiptFinancials

Total AUM
$1.6B
Accounts
9,971
Discretionary
$1.6B
Accounts
9,971
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
9,971
AUM
$1.4B
HNW Individual Clients
294
AUM
$233.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionOther Services
Other Services
CREATE A PLATFORM FOR RIAS TO ACCESS MONEY MANAGERS AND CUSTODIAL RELATIONSHIPS.
Compensation Types
Charges Other Fee
Other Compensation
PERCENTAGE BASED ON ASSETS OF ADVISERS UTILIZING THE PLATFORM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 10 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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