Sourjohn-Kim Retirement Solutions Revenue
Financial Services • 
12647 Alcosta Blvd, San Ramon, United States • 1-10 Employees
Sourjohn-Kim Retirement Solutions revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Key Contact at Sourjohn-Kim Retirement Solutions
Carrie Maldonado
Director of Plan Sponsor Services
Company overview
| Headquarters | 12647 Alcosta Blvd, San Ramon, California 94583, US |
| Phone number | +18888454015 |
| Website | |
| NAICS | 52 |
| Keywords | Wealth Management, Asset Management, Retirement Planning, Executive Benefits, Financial Planning, 401(K) And 403(B), Defined Contribution And Defined Benefit Plans, Erisa Governance, Fiduciary Consulting, Fiduciary Education, Investment Analysis And Management |
| Founded | 2010 |
| Employees | 1-10 |
| Socials |
Sourjohn-Kim Retirement Solutions Email Formats
Sourjohn-Kim Retirement Solutions uses 1 email format. The most common is {first initial} (e.g., j@sourjohnkim.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@sourjohnkim.com | 100% |
About Sourjohn-Kim Retirement Solutions
Sourjohn-Kim Retirement Solutions was founded to help plan sponsors design and maintain effective retirement programs for their participants. Our Principals, Barbara Sourjohn and John C. Kim, have over 36 years of combined experienced in the financial services marketplace and are dedicated to providing comprehensive retirement plan and fiduciary advisory services to small and mid-sized employers. In addition, we serve families and help them plan for their financial wellness through each phase of their lives. Through our extensive planning process, we guide households and help them reach their financial objectives and protect the assets that they have spent their lifetimes building. We are financial stewards who help our clients navigate complex financial choices and help them make decisions to produce the desired outcomes for every plan, every household, every step of the way. Barbara Sourjohn (CA Insurance License #0806616) and John C. Kim (CA Insurance License #0E45099) Pensionmark Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark is affiliated through common ownership with Pensionmark Securities, LLC (member SIPC).
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Sourjohn-Kim Retirement Solutions has never raised funding before.
Sourjohn-Kim Retirement Solutions Tech Stack
Discover the technologies and tools that power Sourjohn-Kim Retirement Solutions's digital infrastructure, from frameworks to analytics platforms.
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CDN
JavaScript libraries
Marketing automation
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Analytics
Analytics
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