USA Financial Exchange

Overview

USA Financial Exchange is a limited liability company registered with the SEC in 2016 that operates as a non-independent retail registered investment adviser. The firm serves individuals and families and functions as a capital allocator, primarily by selecting outside managers rather than running a closed roster of in-house strategies. Its stated advisory activity centers on the selection of other advisers. The organization reports a fee structure categorized as "other" and maintains industry affiliations that include a broker-dealer, another investment adviser, and an insurance company. It does not identify as an active ESG investor and is not designated as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives