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AMERICAFIRST WEALTH MANAGEMENT, INC.
AMERICAFIRST WEALTH MANAGEMENT, INC.
WEST HENRIETTA, New York
·
8 registered advisors
·
CRD# 314640
SEC# 801-121671
1
916 865-9070
01
Firm Overview
AUM
$26M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (pooled investments)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at AMERICAFIRST WEALTH MANAGEMENT, INC.
8 registered advisors
Daniel Lew
WEST HENRIETTA, New York
CRD# 2152852
Frank D Heuszel
WEST HENRIETTA, New York
CRD# 7375112
Heng Fai Ambrose Chan
HOUSTON, Texas
CRD# 7377997
James Paul Monaghan
WEST HENRIETTA, New York
CRD# 1854619
Jason T Grady
WEST HENRIETTA, New York
CRD# 7375113
Rick Allan Gonsalves
GRANITE BAY, California
CRD# 2483862
Robert Herman Trapp
WEST HENRIETTA, New York
CRD# 2246323
Todd D Macko
WEST HENRIETTA, New York
CRD# 7375114
05
Office Locations
WEST HENRIETTA, New York
6 advisors
GRANITE BAY, California
1 advisor
HOUSTON, Texas
1 advisor
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Data sourced from SEC Form ADV filings. AMERICAFIRST WEALTH MANAGEMENT, INC. (CRD# 314640) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.