USA FINANCIAL EXCHANGE LLC
DBA: USA FINANCIAL EXCHANGE
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $1.64B |
| Discretionary | $1.64B100% of AUM |
| Client Accounts | 9,971 |
| Avg Account Size | $164K |
| Employees | 38 |
| Peak AUM | $1.64BMar 2026 |
| AUM CAGR | +22.4% /yrover 10 yrs · 24 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.6B | +2.1% | +6.1% | +29.2% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $1.64B |
| Discretionary | $1.64B |
| Employees | 38 |
| Client Accounts | 9971 |
| Client Range | 0 |
Contact & Location
Address
6020 EAST FULTON STREET
ADA MI 49301
Phone
888-444-0125
Filing History
24 ADV Part 1 submissions
Advisory Services
Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$1.6B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
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