BBB Accredited Business Profile

USA Financial Portformulas

USA Financial Portformulas

(800) 869-5994

USA Financial Portformulas

7 years in business
6020 Fulton St E
Ada, MI 49301-9106
BBB File Opened: 03/19/2010
Business Started: 12/07/2009
Business Incorporated: 12/07/2009 in MI
Type of Entity
Corporation
Contact Information
  • Principal: Mr. Brent Enders, President
  • Mr. Will Bachert, Chief Financial Officer
  • Mr. Greg Lockwood, Chief Technology Officer
  • Mr. Justin Long, Chief Sales Officer
  • Ms. Andrea McGrew, Chief Compliance Officer & Chief Legal Officer
  • Mr. Matt McGrew, Chief Operations Officer
  • Mr. Mark Mersman, Chief Marketing Officer
  • Mr. Michael Walters, CEO
  • Customer Service: Ms. Angela Schultz, Executive Logistics Vice President

Business Category
  • Investment Advisory Service
  • Consultant - Strategic Planning

Additional Information
  • Portformulas is a subsidiary of Wealthnetic Corporation. A separate BBB business review is available for Wealthnetic Corporation.
Products & Services
This company offers formulaic trending money management.
Alternate Business Names
  • Portformulas
  • USA Financial Portformulas Corporation
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
Number of Employees: 
43

USA Financial Portformulas

USA Financial Portformulas

BBB ACCREDITED SINCE 03/19/2010

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