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Allen Nmn Minassian

PRIVATE WEALTH SOLUTIONS, LLC·WOODLAND HILLS, California
SIE, Series 6, Series 7, Series 63, Series 79TOClean record8 years registeredPRIVATE WEALTH SOLUTIONS, LLC
5850 CANOGA AVENUE, WOODLAND HILLS, CA 91367CRD# 2448470Firm CRD# 289437

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Allen Nmn Minassian · WOODLAND HILLS, CA
Registration
CRD #2448470 · PRIVATE WEALTH SOLUTIONS, LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

PRIVATE WEALTH SOLUTIONS, LLC
Sep 2017 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 79TO
Registration record
First registered · September 1, 2017
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PRIVATE WEALTH SOLUTIONS, LLC
CRD 289437 · SEC 801-111072
AUM
$359M
Regulatory assets under management
Employees
2
912 client accounts
Services offered by PRIVATE WEALTH SOLUTIONS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PRIVATE WEALTH SOLUTIONS, LLC →
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Frequently Asked Questions

What services does Allen Nmn Minassian offer?
Allen Nmn Minassian specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WOODLAND HILLS, California for a consultation.
What are Allen Nmn Minassian's credentials?
Allen Nmn Minassian is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Allen Nmn Minassian located?
Allen Nmn Minassian is based in WOODLAND HILLS, California, working with PRIVATE WEALTH SOLUTIONS, LLC. Their office serves clients in the WOODLAND HILLS metropolitan area and surrounding communities.
How does Allen Nmn Minassian charge for services?
Allen Nmn Minassian's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRIVATE WEALTH SOLUTIONS, LLC?
PRIVATE WEALTH SOLUTIONS, LLC has approximately 2 employees and manages $359M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PRIVATE WEALTH SOLUTIONS, LLC

Douglas James Lagerstrom
WOODLAND HILLS, CA

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