Daniel Lew
Chief Investment Officer & Portfolio ManagerAmericafirst Wealth Management, Inc.CRD 2152852
About Daniel Lew
Daniel Lew is listed as Chief Investment Officer & Portfolio Manager at Americafirst Wealth Management, Inc. in West Henrietta, NY. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Americafirst Wealth Management, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Daniel Lew work?
Daniel Lew is listed as Chief Investment Officer & Portfolio Manager at Americafirst Wealth Management, Inc. on SEC Form ADV.
How much of Americafirst Wealth Management, Inc. does Daniel Lew own?
Form ADV reports a beneficial ownership band of Under 5%.
Americafirst Wealth Management, Inc.
| Title | Chief Investment Officer & Portfolio Manager |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2023 |