AdvisorOS Directory
Claim Profile
DL

Douglas James Lagerstrom

PRIVATE WEALTH SOLUTIONS, LLC·WOODLAND HILLS, California
Unclaimed Profile
5850 CANOGA AVENUE, WOODLAND HILLS, CA 91367CRD# 2177433Firm CRD# 289437
01

About

Douglas James Lagerstrom is a registered financial advisor based in WOODLAND HILLS, California, affiliated with PRIVATE WEALTH SOLUTIONS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PRIVATE WEALTH SOLUTIONS, LLC
PRIVATE WEALTH SOLUTIONS, LLC
AUM
$359M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at PRIVATE WEALTH SOLUTIONS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2177433
Firm CRD# 289437
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WOODLAND HILLS?

Browse all registered financial advisors in WOODLAND HILLS, California or claim this profile if it's yours.

Browse WOODLAND HILLS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Douglas James Lagerstrom offer?
Douglas James Lagerstrom specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WOODLAND HILLS, California for a consultation.
What are Douglas James Lagerstrom's credentials?
Douglas James Lagerstrom is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Douglas James Lagerstrom located?
Douglas James Lagerstrom 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 Douglas James Lagerstrom charge for services?
Douglas James Lagerstrom'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in WOODLAND HILLS
Amit Raz Stavinsky — TAMAR SECURITIES, LLCReza Nmn Zamani — STEELPEAK WEALTH, LLCMaziar Nmn Esmailbeigi — STEELPEAK WEALTH, LLCAlireza Nmn Zamani — STEELPEAK WEALTH, LLCMarieanne Jorajuria — PROMETHEUS ACCESS ADMINISTRATOR, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile