USA FINANCIAL EXCHANGE LLC
Legal name: USA FINANCIAL EXCHANGE
CRD #283466 SEC #801-107771 ADA, MI 888-444-0125
SEC Registered
Total AUM
$1.6B
Discretionary
$1.6B
Employees
38
Clients
--
Accounts
227,815
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $1.6B | $1.6B | $0 | 38 | 0 |
| Mar 2025 | $1.6B | $1.6B | $0 | 38 | 0 |
| Sep 2024 | $1.4B | $1.4B | $0 | 38 | 0 |
| Aug 2024 | $1.4B | $1.4B | $0 | 38 | 0 |
| Aug 2024 | $1.4B | $1.4B | $0 | 38 | 0 |
| Aug 2024 | $1.4B | $1.4B | $0 | 38 | 0 |
| Apr 2024 | $1.4B | $1.4B | $0 | 38 | 0 |
| Mar 2024 | $1.4B | $1.4B | $0 | 38 | 0 |
| Apr 2023 | $1.4B | $1.4B | $0 | 38 | 0 |
| Aug 2022 | $1.3B | $1.3B | $0 | 27 | 0 |
| Aug 2022 | $1.3B | $1.3B | $0 | 27 | 0 |
| Mar 2022 | $1.3B | $1.3B | $0 | 27 | 0 |
| Dec 2021 | $454.1M | $454.1M | $0 | 27 | 0 |
| Mar 2021 | $454.1M | $454.1M | $0 | 27 | 0 |
| Jun 2020 | $210.7M | $187.5M | $23.2M | 27 | 0 |
| May 2020 | $210.7M | $187.5M | $23.2M | 27 | 0 |
| Apr 2020 | $210.7M | $187.5M | $23.2M | 27 | 0 |
| Apr 2019 | $516.7M | $279M | $237.7M | 27 | 0 |
| Nov 2018 | $220.4M | $7.5M | $212.9M | 27 | 0 |
| Mar 2018 | $220.4M | $7.5M | $212.9M | 27 | 0 |
DateSep 2025
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees38
Clients0
DateMar 2025
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees38
Clients0
DateSep 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees38
Clients0
DateAug 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees38
Clients0
DateAug 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees38
Clients0
DateAug 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees38
Clients0
DateApr 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees38
Clients0
DateMar 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees38
Clients0
DateApr 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees38
Clients0
DateAug 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees27
Clients0
DateAug 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees27
Clients0
DateMar 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees27
Clients0
DateDec 2021
Total AUM$454.1M
Discretionary$454.1M
Non-Disc.$0
Employees27
Clients0
DateMar 2021
Total AUM$454.1M
Discretionary$454.1M
Non-Disc.$0
Employees27
Clients0
DateJun 2020
Total AUM$210.7M
Discretionary$187.5M
Non-Disc.$23.2M
Employees27
Clients0
DateMay 2020
Total AUM$210.7M
Discretionary$187.5M
Non-Disc.$23.2M
Employees27
Clients0
DateApr 2020
Total AUM$210.7M
Discretionary$187.5M
Non-Disc.$23.2M
Employees27
Clients0
DateApr 2019
Total AUM$516.7M
Discretionary$279M
Non-Disc.$237.7M
Employees27
Clients0
DateNov 2018
Total AUM$220.4M
Discretionary$7.5M
Non-Disc.$212.9M
Employees27
Clients0
DateMar 2018
Total AUM$220.4M
Discretionary$7.5M
Non-Disc.$212.9M
Employees27
Clients0