USA Financial Portformulas

Company Profile

USA Financial Portformulas is an investment advisor in Ada with $740.70 mm assets under management.

Website

Incorporated

Location

Fiscal year end

SEC CIK

IRS number

383397033

SEC advisor number

801-67442

FINRA CRD number

139987

AUM ?

$740.70 mm (as of 29 Aug 22)

Accounts

6,690 (as of 29 Aug 22)

Employees

35 (4 investment advisory or research)

Address

USA Financial Portformulas
6020 EAST FULTON STREET
ADA
MI 49301

Office hours

Monday - Friday, 8AM-5PM

Phone

888-407-8198

Brochures

Owner	Title	From	%Ownership
Walters, Michael, David	Trustee	01/2006	25-50%
USA Financial Corporation	Direct Owner	01/2010	> 75%
Enders, Brent, David	Trustee	01/2006	25-50%
Walters, Michael, David	Ceo/manager	01/2006	< 5%
Enders, Brent, David	President/manager	02/2006	< 5%
Bachert, William, Clayton	Chief Financial Officer / Manager	04/2007	< 5%
Michael D. Walters Trust	Direct Owner	01/2010	25-50%
Brent D. Enders Trust	Direct Owner	01/2010
Mersman, Mark, Robert	Chief Marketing Officer	06/2014	< 5%
Eilers, Matthew, H	Chief Business Development Officer	11/2018	< 5%
Mcconnell, James, Carroll	Chief Operations Officer	11/2021	< 5%
Thomason, Dawn, M	Chief Compliance Officer	08/2022	< 5%