My Solo 401k Financial
Financial Services • 
Carlsbad, California, United States • 1-10 Employees
Company overview
| Headquarters | 701 Palomar Airport Road, #300, Carlsbad, CA 92011, US |
| Phone number | +19252622070 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | 401K Ane Ira Compliance Support, 401K Business Financing, Self-Directed Ira Llc, Solo 401K Checbook Control |
| Founded | 2009 |
| Employees | 1-10 |
| Socials |
Key Contact at My Solo 401k Financial
Merna Alkarakushe
Director
My Solo 401k Financial Email Formats
My Solo 401k Financial uses 2 email formats. The most common is {first initial} (e.g., j@mysolo401k.net), used 60% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@mysolo401k.net | 60% |
{first name} | john@mysolo401k.net | 40% |
About My Solo 401k Financial
We help our clients take control of their retirement money. Our products and services provide our clients the freedom to use their retirement funds to finance their own business, invest in alternative investments such as real estate, private companies, private notes as well as process loans from their 401k. Because we never hold your money nor offer you investment advice, we can focus on what we do best: providing IRS-approved retirement plans, expert plan support, and responsive and energetic customer service. Led by an expert Attorney (Harvard Law) and seasoned Compliance Officer having over 30 years of combined experience, we are well-equipped to assist you with your self-directed retirement account needs.
My Solo 401k Financial revenue & valuation
| Annual revenue | $7,685,141 |
| Revenue per employee | $1,098,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $24,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
My Solo 401k Financial has 2 employees across 1 departments.
Departments
Number of employees
Funding Data
My Solo 401k Financial has never raised funding before.
My Solo 401k Financial Tech Stack
Discover the technologies and tools that power My Solo 401k Financial's digital infrastructure, from frameworks to analytics platforms.
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