| 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 |
USA Financial Exchange LLC reports $1.6 billion in regulatory assets under management on its Form ADV.
USA Financial Exchange LLC reports 38 employees.
USA Financial Exchange LLC is based in Ada, MI and has been SEC-registered since 2016.
USA Financial Exchange LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $1.6B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.6B |