Sohum Financial Planning

Finance · Colorado, United States · 11-50 Employees

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Overview

Headquarters

4860 Cr-73, Evergreen, Colorado, 80439, ...

Phone Number

(212) 725-3284

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
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About Sohum Financial Planning

Sohum Financial Planning is a fiduciary firm based in Colorado that provides comprehensive financial planning, investment strategies, retirement, and estate planning services. The firm aims to support clients at every stage of life, focusing on wealth building, family protection, and legacy preservation. Led by Devika Kamboh, a Certified Financial Planner, Sohum Financial Planning caters to women, veterans, families with special-needs dependents, and high-net-worth individuals. Their full-service approach includes cash flow management, college planning, insurance, investment, tax planning, and ongoing guidance tailored to evolving client needs.Explore more
Popular SearchesSohum Financial Planning LLCSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sohum Financial Planning

<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
-
MH
Michael HaneyInvestment Advisor & Representative
<$5M
11-50
Private
-
-
SD
Shannon D'AubinOffice Manager
<$5M
11-50
Private
-
-
JB
James BackFinancial Advisor
<$5M
11-50
Private
-
-
MA
Matthew AhrensPartner, Chief Investment Officer
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Sohum Financial Planning is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Sohum Financial Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Sohum Financial Planning.

Sohum Financial Planning Tech Stack

A closer look at the technologies used by Sohum Financial Planning

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Frequently Asked Questions Regarding Sohum Financial Planning

What is Sohum Financial Planning's official website?
Sohum Financial Planning's official website is www.sohumfinancialplanning.com
What is Sohum Financial Planning's Revenue?
Sohum Financial Planning's revenue is <$5 Million
What is Sohum Financial Planning's SIC code?
Sohum Financial Planning's SIC: 62,628
What is Sohum Financial Planning's NAICS code?
Sohum Financial Planning's NAICS: 52,523
How many employees does Sohum Financial Planning have?
Sohum Financial Planning has 11-50 employees
What industry does Sohum Financial Planning belong to?
Sohum Financial Planning is in the industry of: Finance, Securities Trading
What is Sohum Financial Planning competition?
Sohum Financial Planning top competitors include: MST Financial Wealth Management - Northwestern Mutual, Haney Financial Associates, Riverside Capital Management Group, Magis Financial Advisors
What technology does Sohum Financial Planning use?
Some of the popular technologies that Sohum Financial Planning uses are: reCAPTCHA, JQuery 1.11.1, Adwerx, Google Font API
How do I contact Sohum Financial Planning?
Sohum Financial Planning contact info: Phone number: (212) 725-3284 Website: www.sohumfinancialplanning.com
What does Sohum Financial Planning do?

Sohum Financial Planning is a fiduciary firm based in Colorado that provides comprehensive financial planning, investment strategies, retirement, and estate planning services. The firm aims to support clients at every stage of life, focusing on wealth building, family protection, and legacy preservation. Led by Devika Kamboh, a Certified Financial... Planner, Sohum Financial Planning caters to women, veterans, families with special-needs dependents, and high-net-worth individuals. Their full-service approach includes cash flow management, college planning, insurance, investment, tax planning, and ongoing guidance tailored to evolving client needs.Read More

Is Sohum Financial Planning a public company?
Sohum Financial Planning is private company therefore does not currently have an official ticker symbol
See more information about Sohum Financial Planning

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