USA FINANCIAL FORMULAS LLC
Legal name: USA FINANCIAL FORMULAS CORPORATION
CRD #139987 SEC #801-67442 ADA, MI (888)407-8198
SEC Registered
Total AUM
$625.5M
Discretionary
$625.5M
Employees
52
Clients
0
Accounts
8,608
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $625.5M | $625.5M | $0 | 52 | 0 |
| Sep 2024 | $585.9M | $585.9M | $0 | 52 | 0 |
| Aug 2024 | $585.9M | $585.9M | $0 | 52 | 0 |
| Aug 2024 | $585.9M | $585.9M | $0 | 52 | 0 |
| Apr 2024 | $585.9M | $585.9M | $0 | 52 | 0 |
| Mar 2024 | $585.9M | $585.9M | $0 | 52 | 0 |
| Apr 2023 | $544.4M | $544.4M | $0 | 52 | 0 |
| Aug 2022 | $740.7M | $740.7M | $0 | 35 | 0 |
| Aug 2022 | $740.7M | $740.7M | $0 | 35 | 0 |
| Aug 2022 | $740.7M | $740.7M | $0 | 35 | 0 |
| Mar 2022 | $740.7M | $740.7M | $0 | 35 | 0 |
| Dec 2021 | $480.7M | $476.4M | $4.3M | 35 | 0 |
| Mar 2021 | $480.7M | $476.4M | $4.3M | 35 | 0 |
| Jun 2020 | $361.9M | $361.9M | $0 | 35 | 0 |
| May 2020 | $361.9M | $361.9M | $0 | 35 | 0 |
| Apr 2020 | $361.9M | $361.9M | $0 | 35 | 0 |
| Apr 2020 | $361.9M | $361.9M | $0 | 35 | 0 |
| Jan 2020 | $346.2M | $346.2M | $0 | 35 | 0 |
| Dec 2019 | $346.2M | $346.2M | $0 | 35 | 0 |
| Apr 2019 | $346.2M | $346.2M | $0 | 35 | 0 |
| Nov 2018 | $561.5M | $561.5M | $0 | 35 | 0 |
| Mar 2018 | $561.5M | $561.5M | $0 | 35 | 0 |
| Apr 2017 | $445.3M | $445.3M | $0 | 35 | 4,012 |
| Mar 2016 | $407.5M | $407.5M | $0 | 35 | 4,012 |
| Jun 2015 | $363.6M | $363.6M | $0 | 35 | 2,400 |
| Mar 2015 | $363.6M | $363.6M | $0 | 35 | 2,400 |
| Nov 2014 | $270.9M | $270.9M | $0 | 35 | 2,700 |
| Jul 2014 | $270.9M | $270.9M | $0 | 35 | 2,700 |
| Jun 2014 | $270.9M | $270.9M | $0 | 35 | 2,700 |
| May 2014 | $270.9M | $270.9M | $0 | 35 | 2,700 |
| Mar 2014 | $270.9M | $270.9M | $0 | 35 | 2,700 |
| Apr 2013 | $175M | $175M | $0 | 35 | 2,230 |
| Mar 2013 | $175M | $175M | $0 | 35 | 2,230 |
| Mar 2012 | $176M | $176M | $0 | 51 | 2,230 |
| Mar 2011 | $130M | $130M | $0 | 51 | -- |
| Aug 2010 | $81.6M | $81.6M | $0 | 51 | -- |
| Jan 2010 | $81.6M | $81.6M | $0 | 51 | -- |
| Aug 2007 | $18.9M | $18.9M | $0 | 10 | -- |
| Aug 2007 | $18.9M | $18.9M | $0 | 10 | -- |
| Jan 2007 | $0 | $0 | $0 | 10 | -- |
| Dec 2006 | $0 | $0 | $0 | 10 | -- |
DateMar 2025
Total AUM$625.5M
Discretionary$625.5M
Non-Disc.$0
Employees52
Clients0
DateSep 2024
Total AUM$585.9M
Discretionary$585.9M
Non-Disc.$0
Employees52
Clients0
DateAug 2024
Total AUM$585.9M
Discretionary$585.9M
Non-Disc.$0
Employees52
Clients0
DateAug 2024
Total AUM$585.9M
Discretionary$585.9M
Non-Disc.$0
Employees52
Clients0
DateApr 2024
Total AUM$585.9M
Discretionary$585.9M
Non-Disc.$0
Employees52
Clients0
DateMar 2024
Total AUM$585.9M
Discretionary$585.9M
Non-Disc.$0
Employees52
Clients0
DateApr 2023
Total AUM$544.4M
Discretionary$544.4M
Non-Disc.$0
Employees52
Clients0
DateAug 2022
Total AUM$740.7M
Discretionary$740.7M
Non-Disc.$0
Employees35
Clients0
DateAug 2022
Total AUM$740.7M
Discretionary$740.7M
Non-Disc.$0
Employees35
Clients0
DateAug 2022
Total AUM$740.7M
Discretionary$740.7M
Non-Disc.$0
Employees35
Clients0
DateMar 2022
Total AUM$740.7M
Discretionary$740.7M
Non-Disc.$0
Employees35
Clients0
DateDec 2021
Total AUM$480.7M
Discretionary$476.4M
Non-Disc.$4.3M
Employees35
Clients0
DateMar 2021
Total AUM$480.7M
Discretionary$476.4M
Non-Disc.$4.3M
Employees35
Clients0
DateJun 2020
Total AUM$361.9M
Discretionary$361.9M
Non-Disc.$0
Employees35
Clients0
DateMay 2020
Total AUM$361.9M
Discretionary$361.9M
Non-Disc.$0
Employees35
Clients0
DateApr 2020
Total AUM$361.9M
Discretionary$361.9M
Non-Disc.$0
Employees35
Clients0
DateApr 2020
Total AUM$361.9M
Discretionary$361.9M
Non-Disc.$0
Employees35
Clients0
DateJan 2020
Total AUM$346.2M
Discretionary$346.2M
Non-Disc.$0
Employees35
Clients0
DateDec 2019
Total AUM$346.2M
Discretionary$346.2M
Non-Disc.$0
Employees35
Clients0
DateApr 2019
Total AUM$346.2M
Discretionary$346.2M
Non-Disc.$0
Employees35
Clients0
DateNov 2018
Total AUM$561.5M
Discretionary$561.5M
Non-Disc.$0
Employees35
Clients0
DateMar 2018
Total AUM$561.5M
Discretionary$561.5M
Non-Disc.$0
Employees35
Clients0
DateApr 2017
Total AUM$445.3M
Discretionary$445.3M
Non-Disc.$0
Employees35
Clients4,012
DateMar 2016
Total AUM$407.5M
Discretionary$407.5M
Non-Disc.$0
Employees35
Clients4,012
DateJun 2015
Total AUM$363.6M
Discretionary$363.6M
Non-Disc.$0
Employees35
Clients2,400
DateMar 2015
Total AUM$363.6M
Discretionary$363.6M
Non-Disc.$0
Employees35
Clients2,400
DateNov 2014
Total AUM$270.9M
Discretionary$270.9M
Non-Disc.$0
Employees35
Clients2,700
DateJul 2014
Total AUM$270.9M
Discretionary$270.9M
Non-Disc.$0
Employees35
Clients2,700
DateJun 2014
Total AUM$270.9M
Discretionary$270.9M
Non-Disc.$0
Employees35
Clients2,700
DateMay 2014
Total AUM$270.9M
Discretionary$270.9M
Non-Disc.$0
Employees35
Clients2,700
DateMar 2014
Total AUM$270.9M
Discretionary$270.9M
Non-Disc.$0
Employees35
Clients2,700
DateApr 2013
Total AUM$175M
Discretionary$175M
Non-Disc.$0
Employees35
Clients2,230
DateMar 2013
Total AUM$175M
Discretionary$175M
Non-Disc.$0
Employees35
Clients2,230
DateMar 2012
Total AUM$176M
Discretionary$176M
Non-Disc.$0
Employees51
Clients2,230
DateMar 2011
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees51
Clients--
DateAug 2010
Total AUM$81.6M
Discretionary$81.6M
Non-Disc.$0
Employees51
Clients--
DateJan 2010
Total AUM$81.6M
Discretionary$81.6M
Non-Disc.$0
Employees51
Clients--
DateAug 2007
Total AUM$18.9M
Discretionary$18.9M
Non-Disc.$0
Employees10
Clients--
DateAug 2007
Total AUM$18.9M
Discretionary$18.9M
Non-Disc.$0
Employees10
Clients--
DateJan 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateDec 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--