Pension Resource Institute Revenue

Financial Services • San Diego, California, United States • 1-10 Employees

Pension Resource Institute revenue & valuation

Annual revenue	$24,000,000
Revenue per employee	$3,987,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$76,600,000
Total funding	No funding

Key Contact at Pension Resource Institute

Karen Distasio

Senior Vice President

Company overview

Headquarters	San Diego, California, United States
Phone number	+19132369841
Website	pension-resources.com
NAICS	52
SIC	637
Keywords	Practice Management, Strategic Consulting, Banks, Supervisor Training, Ira Rollovers, Erisa Compliance, Dol Fiduciary Rule, Securities Compliance, Custom Consulting, Broker-Dealers, Advisor Training, 401K Compliance, Prohibited Transactions, Pte 2020-02
Founded	2010
Employees	1-10
Socials

Pension Resource Institute Email Formats

Pension Resource Institute uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@pension-resources.com), used 66.7% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@pension-resources.com	66.7%
{last name}{last name}	doedoe@pension-resources.com	33.3%

About Pension Resource Institute

PRI delivers banks, broker-dealers and RIAs a configurable platform, coupled with unlimited consultation, to implement and maintain profitable strategies for serving retirement investors. Our core services include: * Reviewing business model for conflicts * Configuring agreements, disclosures and compliance policies * Customizing your platform with training and client-facing resources * Keeping you informed on new laws, regulations and best practices * Promoting compliance for IRA rollovers

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Vice President

Employees by Department

Pension Resource Institute has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Pension Resource Institute has never raised funding before.

Frequently asked questions

Pension Resource Institute is located in San Diego, California, US.

You can reach Pension Resource Institute at +19132369841.

Pension Resource Institute generates an estimated annual revenue of $23,921,481. This revenue figure reflects the company's market position and business performance in its industry.

Pension Resource Institute has an estimated valuation of $76,600,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Pension Resource Institute was founded in 2010, making it 16 years old. The company has established itself as a significant player in its industry over this time.

Pension Resource Institute has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Pension Resource Institute

Karen Distasio

Senior Vice President

4.8

40,000 users