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- Custodian
- Axos · Charles Schwab & Company · Pershing
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-2016
- Office Locations
- 1
Office Locations
About USA Financial Exchange
USA Financial Exchange is a custodian-agnostic TAMP (launched 2016) for independent advisors seeking an open-architecture platform. It supports a single account with hundreds of passive, active, and risk-managed models, letting advisors manage portfolios in-house or outsource to curated strategists. It sits within the USA Financial family alongside an independent broker-dealer/RIA, a rules-based risk management manager, and advisor marketing/coaching services.
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Custodian
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Owner & Executives
WILLIAM CLAYTON BACHERT
Chief Financial Officer, DIRECTOR, Manager
- CRD
- #4576698
- Ownership
- Less than 5%
BRENT DAVID ENDERS
Advisor, Manager, President
- CRD
- #2858719
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,635,901,063 | $164,066 |
| Non-Discretionary | $0 | -- |
| Total | $1,635,901,063 | $164,066 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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