USA Financial Portformulas Corporation
Legal Name: USA FINANCIAL PORTFORMULAS CORPORATION
Full Contact Details
USA Financial Portformulas Corporation
6020 EAST FULTON STREET, ADA, MI
(800)869-5994
(888)869-9411
Other Info
USA Financial Portformulas Corporation is a Michigan-based corporation with 35 employees, of which 4 work as advisors. While the number of clients served is unknown, the firm's most recent SEC status is reported as approved, with a registration date of February 1, 2007.
Investment Strategies & Formulaic Asset Management | USA Financial
USA Financial Formulas is a private money management firm that manages client assets with formula-driven, risk-managed investment strategies.
Investment Strategies & Formulaic Asset Management | USA Financial
USA Financial Formulas is a private money management firm that manages client assets with formula-driven, risk-managed investment strategies.
Direct Owners
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ANDREA DENISE STEWART MCGREW
CHIEF COMPLIANCE OFFICER/MANAGER owns less than 5%
-
BRENT DAVID ENDERS
PRESIDENT/MANAGER owns less than 5%
-
MARK ROBERT MERSMAN
CHIEF MARKETING OFFICER owns less than 5%
-
MATTHEW H EILERS
CHIEF BUSINESS DEVELOPMENT OFFICER owns less than 5%
-
MATTHEW LEE MCGREW
CHIEF OPERATIONS OFFICER/MANAGER owns less than 5%
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MICHAEL DAVID WALTERS
CEO/MANAGER owns less than 5%
-
USA FINANCIAL CORPORATION
DIRECT OWNER owns 75% or more
-
WILLIAM CLAYTON BACHERT
CHIEF FINANCIAL OFFICER / MANAGER owns less than 5%
Indirect Owners
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BRENT D. ENDERS TRUST
DIRECT OWNER
-
BRENT DAVID ENDERS
TRUSTEE owns more than 25% but less than 50%
-
MICHAEL D. WALTERS TRUST
DIRECT OWNER owns more than 25% but less than 50%
-
MICHAEL DAVID WALTERS
TRUSTEE owns more than 25% but less than 50%
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