USA Financial Securities LLC
USA Financial Securities LLC is an SEC-registered mass-market adviser in Ada, MI with $296.5M assets under management (AUM, regulatory AUM), -2% over one year. See who owns USA Financial Securities LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 103857, SEC 801-68276, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $296.5M (2026-03-27)
- Firm type
- Mass-Market Adviser
- Location
- Ada, MI
- Employees
- 172
- Clients
- 1,246
- CRD
- 103857
- Ownership
- GORZ, RICHARD ALLEN; MICHAEL D. WALTERS TRUST UNDER AGREEMENT DATED MARCH 13, 1996; GARY G. WALTERS TRUST UNDER AGREEMENT DATED NOVEMBER 21, 1995; WALTERS, GARY GLEN; BRYSON, KENNETH
How much AUM does USA Financial Securities LLC have?
USA Financial Securities LLC reported $296.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns USA Financial Securities LLC?
Disclosed owners and executives of USA Financial Securities LLC include GORZ, RICHARD ALLEN, MICHAEL D. WALTERS TRUST UNDER AGREEMENT DATED MARCH 13, 1996, GARY G. WALTERS TRUST UNDER AGREEMENT DATED NOVEMBER 21, 1995, WALTERS, GARY GLEN, BRYSON, KENNETH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.