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FINANCIAL INDEPENDENCE ADVISORS, LLC
CRD 317193 · SEC 801-127735
4350 PABLO PROFESSIONAL COURT, JACKSONVILLE, FL, 32224, United States
Phone
904-605-4545
Fax
904-296-0054
Registration
— (—)
Source
State registered
Total AUM
$189.6M
Discretionary AUM
$189.6M
Team
8 total employees; 8 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 120 | $38.7M |
| High net worth individuals | 28 | $95.2M |
| Pension/profit sharing plans | 34 | $43.0M |
| Charitable organizations | 1 | $5.1M |
| Corporations/business entities | 3 | $7.7M |
All web addresses on file
Official SEC filing: View on IAPD