Company Overview
- Headquarters
- 701 Palomar Airport Road # 300, Carlsbad CA
- Website
- mysolo401k.net
- Phone
- (800) 489-7571
- Employees
- 7
- Founded in
- 2009
- Industry
- Financial Services
- NAICS Code
-
NAICS Code 52393 CompaniesNAICS Code 52 CompaniesNAICS Code 5239 CompaniesNAICS Code 523 Companies
- SIC Code
-
SIC Code 628 CompaniesSIC Code 62 Companies
Financials & Stats
Revenue
$1B
Who is My Solo 401k Financial LLC
My Solo 401k Financial LLC is a United States-based financial company located in Carlsbad, California. The company employs four individuals and generates an annual revenue of $2.5 million. They specialize in providing retirement planning solutions, empowering clients to leverage their retirement funds for diverse purposes. Their offerings cater to individuals seeking to finance businesses, invest in alternative assets such as real estate, private companies, and private notes, as well as process loans from their 401k accounts. A distinguishing aspect of My Solo 401k Financial LLC is its commitment to remaining neutral in asset management and financial advice. By not holding client funds or offering investment recommendations, they concentrate their expertise on establishing IRS-approved retirement plans, offering comprehensive plan support, and ensuring exceptional customer service. Clients can connect with My Solo 401k Financial LLC through their website at mysolo401k.net.
My Solo 401k Financial LLC Industry Tags
My Solo 401k Financial LLC Tech Stack
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 1M | 2 | Boynton Beach, FL | 2007 | |
| 1M | 7 | |||
| 1M | 4 | Venice, FL | ||
| 1M | 15 | Casper, WY | 2018 | |
| 1M | 50 | Fresno, CA | 1983 |