RIA Intel›Advisers›Michigan›USA FINANCIAL SECURITIES LLC

USA FINANCIAL SECURITIES LLC

Advisory

N·ADA, MI

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM
$297M
1-Year AUM Growth
+20.2%
3-Year CAGR
+8.1%
Employees
134
Assets Under Management
Total AUM$297M
Discretionary AUM$205M
Non-Discretionary AUM$91M
Discretionary %69.3%
Total Clients1,750
Team
Total Employees134
Investment Advisers172
Employee Growth (1Y)-1.4%
Filing History
Total Filings on Record43
First FilingAug 8, 2007
Latest FilingMar 27, 2026
🔒 Full AUM trend chart and 43 historical filings spanning 19+ years
Sign up free to view →
Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

Sign up free to unlock
📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

Sign up free to unlock
👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

Sign up free to unlock
🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Sign up free to unlock

Get the full picture on USA FINANCIAL SECURITIES LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.

Sign up free →