Unclaimed Profile

Heng Fai Ambrose Chan

DSS WEALTH MANAGEMENT, INC.·HOUSTON, Texas

Clean recordDSS WEALTH MANAGEMENT, INC.

1400 BROADFIELD BLVD, HOUSTON, TX 77084CRD# 7377997Firm CRD# 314640

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Heng Fai Ambrose Chan · HOUSTON, TX

Registration

CRD #7377997 · DSS WEALTH MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Heng Fai Ambrose Chan is a registered financial advisor based in HOUSTON, Texas, affiliated with DSS WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Institutional Investors

Introduction

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Firm Overview

Firm

AMERICAFIRST WEALTH MANAGEMENT, INC.

AUM

$26M

Regulatory assets under management

Employees

Total firm employees

View all advisors at AMERICAFIRST WEALTH MANAGEMENT, INC. →

Services

Portfolio management (pooled investments)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 7377997

Firm CRD# 314640

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Heng Fai Ambrose Chan offer?

Heng Fai Ambrose Chan specializes in Investment Management, Fee-Only Advisory. Contact their office in HOUSTON, Texas for a consultation.

What are Heng Fai Ambrose Chan's credentials?

Heng Fai Ambrose Chan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Heng Fai Ambrose Chan located?

Heng Fai Ambrose Chan is based in HOUSTON, Texas, working with DSS WEALTH MANAGEMENT, INC.. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Heng Fai Ambrose Chan charge for services?

Heng Fai Ambrose Chan'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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