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Building 2PRIVATE WEALTH SOLUTIONS, LLC

Map pinCALABASAS, CA
Phone818-264-0600
NotebookSEC #801-111072
Total AUM
$500M
Employees
5
Clients
275

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
26050 MUREAU ROAD
SUITE 103
CALABASAS
CA 91302
United States
Operating Hours
8:30AM - 4:30PM
Monday - Friday
Phone
818-264-0600

ReceiptFinancials

Total AUM
$500M
Accounts
700
Discretionary
$0
Accounts
0
Non-Discretionary
$500M
Accounts
700

ContactClients

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Individual Clients
160
AUM
$70M
HNW Individual Clients
115
AUM
$430M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCANVTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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