Private Wealth Solutions — Financial Planning in Calabasas

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About

Private Wealth Solutions is an SEC-registered investment adviser in Calabasas managing roughly $400 million for 270 individuals and families. The firm provides wealth management and financial planning along with portfolio management for individuals and small businesses. Allen Minassian co-founded the practice, joining in 1996. Securities are offered through Kovack Securities.

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Wealth ManagementFinancial PlanningPortfolio ManagementInvestment Management

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