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Americafirst Wealth Management, Inc.

Headquartered in WEST HENRIETTA, NY

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Firm Information

Americafirst Wealth Management, Inc. is an investment advisor based in WEST HENRIETTA, NY with approximately $26,000,000 in regulatory assets under management. The firm primarily provides portfolio management for investment companies.

Americafirst Wealth Management, Inc.

275 WIREGRASS PARKWAY

WEST HENRIETTA, NY 14586

$26.00M

Assets Under Management

1

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

AMERICAFIRST WEALTH MANAGEMENT, INC. has a total of 2 branch locations across the country.
location

WEST HENRIETTA, NY

location

Darien, CT

Advisors at Americafirst Wealth Management, Inc.

View All 3 Advisors
Unclaimed
Cleveland Ashley

RA

WEST HENRIETTA, NY

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Daniel Lew

CFA®, RA

Darien, CT

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James Paul Monaghan

RA

Darien, CT

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Disclosures

There are no public disclosures for Americafirst Wealth Management, Inc..

Frequently Asked Questions (9)

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