Home
›
Firms
›
PRIVATE WEALTH SOLUTIONS, LLC
PRIVATE WEALTH SOLUTIONS, LLC
CALABASAS, California
·
2 registered advisors
·
CRD# 289437
SEC# 801-111072
0
818-264-0600
01
Firm Overview
AUM
$359M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at PRIVATE WEALTH SOLUTIONS, LLC
2 registered advisors
Allen Nmn Minassian
WOODLAND HILLS, California
CRD# 2448470
Douglas James Lagerstrom
WOODLAND HILLS, California
CRD# 2177433
05
Office Locations
WOODLAND HILLS, California
2 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. PRIVATE WEALTH SOLUTIONS, LLC (CRD# 289437) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.