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FINANCIAL INDEPENDENCE, LLC
CRD 150515 · SEC 801-120254
931 JEFFERSON BLVD., SUITE 2005, WARWICK, RI, 02886-2213, United States
Phone
401-681-4825
Fax
401-681-4837
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$288.1M
Discretionary AUM
$0
Team
7 total employees; 4 advisory reps; 8 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 191 | $72.0M |
| High net worth individuals | 87 | $213.8M |
| Pension/profit sharing plans | 1 | $2.3M |
States served
MA, NY, NC, RI, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD