Private Wealth Solutions, LLC
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About this Advisor
Allen Minassian is an advisor in Woodland Hills, California. Currently an investment advisor at Private Wealth Solutions, LLC, Minassian has 10 years of professional experience in the financial advisory industry. Minassian holds a Series 63 license, designating them as a securities broker. Minassian is registered to operate based out of California. Throughout their career, Minassian has worked at Private Wealth Solutions LLC and Kovack Securities, Inc. Private Wealth Solutions, LLC is headquartered in Woodland Hills, California. In total, Private Wealth Solutions, LLC manages $132 million in assets across 515 accounts and retains two staff members. The amount of assets the firm manages makes it one of the mid-sized financial advisory firms in the nation. Currently 9% of the investment firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Private Wealth Solutions, LLC can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. The firm may charge clients asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Private Wealth Solutions, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Allen Minassian Work History
Allen has 10 years of experience.
Private Wealth Solutions LLC
Kovack Securities, Inc
Allen Minassian has no disclosures.
Please visit their SEC profile for more details.