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USA Financial Formulas LLC

● SEC registered since 2007CRD 139987SEC# 801-67442Ada, MI
Export (members)
Reg. AUM
$625.5M
Employees
52
Accounts
8,608
Location
Ada, MI

USA Financial Formulas LLC assets under management

USA Financial Formulas LLC is a registered investment adviser overseen by the SEC based in Ada, MI. The firm has been registered since 2007. It reports $625.5 million in regulatory assets under management and employs 52 people.
www.portformulas.comView on SEC.gov ↗

USA Financial Formulas LLC owners & executives

27 reported
NameTitleOwnershipSince
Brent David Enders ControlPresident/ManagerUnder 5%2006
Dawn M Thomason ControlChief Compliance OfficerUnder 5%2022
James Carroll McConnellChief Operations OfficerUnder 5%2021
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Frequently asked questions

How much does USA Financial Formulas LLC manage?

USA Financial Formulas LLC reports $625.5 million in regulatory assets under management on its Form ADV.

How many employees does USA Financial Formulas LLC have?

USA Financial Formulas LLC reports 52 employees.

Where is USA Financial Formulas LLC located?

USA Financial Formulas LLC is based in Ada, MI and has been SEC-registered since 2007.

Does USA Financial Formulas LLC disclose fund performance?

USA Financial Formulas LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6020 East Fulton Street, Ada, MI 49301
Phone(888)407-8198
Fax(888)869-9411
Office hours8a.m.-5p.m.
SEC regionChicago Regional Office (CHRO)
CIK1633716
Discloses disciplinary historyNo

Assets under management

Discretionary$625.5M
Non-discretionary$0
Total (RAUM)$625.5M