Americafirst Capital Management, LLC (Roseville)
Americafirst Capital Management, LLC is a large advisory firm based in Roseville. It manages $163.28 million of regulatory assets for 44 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of California, Nevada, Texas, and Washington.
Americafirst Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Americafirst Capital Management: assets under management
The assets under management (AUM) of Americafirst Capital Management, LLC is $163.28 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 553% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay Americafirst Capital Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Careers at Americafirst Capital Management, LLC
Rick Allan Gonsalves has been acting as President since 1 Feb 2007. Robert Garfield Roach joined the executive team most recently as the Chief Compliance Officer/Aml Officer.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 4 indirect owners.Based in Roseville
The principal office where Americafirst Capital Management, LLC performs its advisory services is located at 8150 Sierra College Blvd., Roseville, CA 95661 9417, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 916-787-9940 or by fax 916-787-9943. The normal business hours are 6:30 am - 4:30 pm on Monday - Friday. You can find more information about the New York firm at www.afcm-quant.com.
Registered investment advisers similar to Americafirst Capital Management, LLC
- Kingsmark Private Financial Advisors
- Dhh Advisors
- Planned Financial Services
- 5 Tq Capital
- Enlightenment Research
- Regal Wealth Group
- Act Ii Capital, L.L.C
- Montgomery Asset Management
- C.E. Unterberg, Towbin (A California Limited Partnership)
- Aletheia Research And Management
- Northern Capital Retirement Services
- Investment Advisory Group
- Brown Mcleod
- Linda A. Barlow
- Bolton Capital Planning