Dss Wealth Management, Inc.
Dss Wealth Management, Inc. (CRD# 314640) is a financial advisory firm headquartered in West Henrietta, NY. They manage $29,000,000 in 1 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management29MILLION
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Total Number of Accounts1ACCOUNTS
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Average Account Value$29,000,000
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CT, NY, TX
Financial Advisors at Dss Wealth Management, Inc.
1
Daniel Lew (CRD# 2152852) is an Investment Advisor Representative working at Dss Wealth Management, Inc. in Darien, CT and has over 32 years of experience in the finance industry.
2
James Monaghan (CRD# 1854619) is an Investment Advisor Representative working at Dss Wealth Management, Inc. in Darien, CT and has over 30 years of experience in the finance industry.
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