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Heng Fai Ambrose Chan

DSS WEALTH MANAGEMENT, INC.·HOUSTON, Texas
Unclaimed Profile
1400 BROADFIELD BLVD, HOUSTON, TX 77084CRD# 7377997Firm CRD# 314640
01

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.

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# 7377997
Firm CRD# 314640
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Research
Advisor Fees in TexasNational Fee Analysis
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