Allen
Minassian

Private Wealth Solutions, LLC

CRD#2448470
Investment Advisor
in Woodland Hills, CA
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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

Series 63

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

5850 Canoga Avenue, Suite 315
Woodland Hills, CA 91367

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Private Wealth Solutions, LLC Brokerage Details

Total Assets Under Management

$148,000,000

CA Average: $7,578,581,321
Total Number of Employees

2

CA Average: 43
Total Number of Accounts

655

CA Average: 3,727
Average Account Size

$225,954

CA Average: $2,033,427

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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.

2017 - Present (2 years)

Private Wealth Solutions LLC

2008 - Present (11 years)

Kovack Securities, Inc

Disclosures

Allen Minassian has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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