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Rick Allan Gonsalves

DSS WEALTH MANAGEMENT, INC.·GRANITE BAY, California
Unclaimed Profile
9700 VILLAGE CENTER DRIVE, GRANITE BAY, CA 95746CRD# 2483862Firm CRD# 314640
01

About

Rick Allan Gonsalves is a registered financial advisor based in GRANITE BAY, California, affiliated with DSS WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
AMERICAFIRST WEALTH MANAGEMENT, INC.
AMERICAFIRST WEALTH MANAGEMENT, INC.
AUM
$26M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at AMERICAFIRST WEALTH MANAGEMENT, INC. →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2483862
Firm CRD# 314640
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Rick Allan Gonsalves offer?
Rick Allan Gonsalves specializes in Investment Management, Fee-Only Advisory. Contact their office in GRANITE BAY, California for a consultation.
What are Rick Allan Gonsalves's credentials?
Rick Allan Gonsalves is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rick Allan Gonsalves located?
Rick Allan Gonsalves is based in GRANITE BAY, California, working with DSS WEALTH MANAGEMENT, INC.. Their office serves clients in the GRANITE BAY metropolitan area and surrounding communities.
How does Rick Allan Gonsalves charge for services?
Rick Allan Gonsalves's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DSS WEALTH MANAGEMENT, INC.?
DSS WEALTH MANAGEMENT, INC. has approximately 3 employees and manages $26M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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