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Home > Retirement Planners > new york > west henrietta > AMERICAFIRST WEALTH MANAGEMENT, INC.
AMERICAFIRST WEALTH MANAGEMENT, INC.
275 Wiregrass Parkway
West Henrietta, New York 14586
Tel: 916 865-9070
About AMERICAFIRST WEALTH MANAGEMENT, INC.
AMERICAFIRST WEALTH MANAGEMENT, INC, formally registered with the SEC as AMERICAFIRST WEALTH MANAGEMENT, INC. The firm was established in 07/02/2021. They have over 2 offices throughout the country.
AMERICAFIRST WEALTH MANAGEMENT, INC. is a West Henrietta, New York based Financial Planning firm with nearly $26,000,000 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 314640 |
| SEC# | 801-121671 |
| Assets Managed by Firm | $26,000,000 |
| No. of Clients | 1 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for investment companies
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1 | $26,000,000 |
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