


Main Street Alternative Asset Planners ☛ Take Control Of Your Retirement ☛ Self Directing Your I Revenue
Financial Services • United States • 11-20 Employees
Main Street Alternative Asset Planners ☛ Take Control Of Your Retirement ☛ Self Directing Your I revenue & valuation
| Annual revenue | $2,318,096 |
| Revenue per employee | $166,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $7,500,000 |
| Total funding | No funding |
Key Contacts at Main Street Alternative Asset Planners ☛ Take Control Of Your Retirement ☛ Self Directing Your I
Daniel Cordoba
Founder And Principal
Judith Frank
Owner
Company overview
| Headquarters | United States |
| Phone number | +13038930552 |
| Website | |
| NAICS | 52 |
| Keywords | IRA, Self Directed Ira, Alternative Assets, Retirement Savings |
| Founded | 2008 |
| Employees | 11-20 |
| Socials |
Main Street Alternative Asset Planners ☛ Take Control Of Your Retirement ☛ Self Directing Your I Email Formats
Main Street Alternative Asset Planners ☛ Take Control Of Your Retirement ☛ Self Directing Your I uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 42.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 42.1% |
{first name}@company.com | john@company.com | 25.3% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 14.8% |
{first name}{last name}@company.com | johndoe@company.com | 10.2% |
{last name}@company.com | doe@company.com | 7.6% |
About Main Street Alternative Asset Planners ☛ Take Control Of Your Retirement ☛ Self Directing Your I
“Serve As National Advisors for Self Directed IRA Wealth Building” Challenging the Wall Street establishment by delivering profitable investment alternatives that empower our clients and make them feel good about investing again. ☛Taking Control Of Your Retirement By Self Directing Your IRA ☑ Tax Benefits Today, many employees take advantage of the tax benefits that company-sponsored 401Ks, in addition to IRAs, afford them in investing for retirement. ☑ Alternative Assets for Retirement Savings Growth However, relatively few are aware that, in addition to investing in traditional stocks and bonds, non-traditional assets: · Vacation Property · Note Financing · Note Financing · Golf Courses · Franchises · and other assets are also permissible assets within an IRA. ☑ Real Estate / Start-Ups Investors in the know are now beginning to take advantage of this fact and are diversifying their retirement portfolios by investing in the booming real estate market, purchasing capital in private start-ups, and more. ☑ The Self Directed IRA (Individual Retirement Account) Defined A Self Directed IRA (and other retirement accounts such as SEP, Simple and 401 (k) Solo) is a plan in which the IRA holder has directional control over asset allocation. ☑ Freedom To Decide Your Future There are only a few investments that the IRA cannot invest in and there are certain parties that the IRA cannot participate with. Within those guidelines, however, the IRA holder is free to invest in whatever assets they feel will bring them the greatest returns and/or security, depending on his or her personal investing goals.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Main Street Alternative Asset Planners ☛ Take Control Of Your Retirement ☛ Self Directing Your I has 10 employees across 6 departments.
Departments
Number of employees
Funding Data
Main Street Alternative Asset Planners ☛ Take Control Of Your Retirement ☛ Self Directing Your I has never raised funding before.
Frequently asked questions
4.8
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