Assets Under Management
$301.5M
Number of Clients
1,750
Number of Advisors
132
Average Client AUM
$172K
AUM per Advisor
$2.3M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
USA Financial Securities provides financial planning, advisory account management (transaction-based or asset-based pricing), and representative-guided investment strategies. Financial planning covers investments, tax, asset allocation, risk management, retirement, and estate planning. Advisory accounts are managed either on a transaction-based or asset-based pricing method. Representatives may recommend third-party money managers. AIM Strategies are customized financial strategies offered through USA Financial Exchange.
6020 East Fulton Street, Ada, MI, 49301