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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Financial Independence LLC
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|---|---|
| CRD # | 150515 |
| SEC # | 801-120254 |
| CIK # | 0001317103 |
| AUM | $242.3 M (2025-03-04) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 401-681-4825 |
| Address | 931 Jefferson Blvd Warwick, RI 02886-2213 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Home Depot Inc | 7.3 | ||
| Boeing Co | 5.4 | ||
| 3M Co | 5.0 | ||
| Comcast Corp | 4.9 | ||
| Apple Inc | 4.6 | ||
| Intel Corp | 4.3 | ||
| Johnson & Johnson | 4.2 | ||
| Wal Mart Stores Inc | 3.7 | ||
| Walgreens Boots Alliance Inc | 3.6 | ||
| Coca Cola Co | 3.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 187 | 65.6 |
| (b) Individuals (high net worth individuals) | 74 | 174.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 2.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 834 | 242.3 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 834 | 242.3 |
| Total | 834 | 242.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 242.3 | |
| Total | 834 | 242.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001317103] |
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|---|---|---|
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Sanctuary Wealth Advisors LLC
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CO | 0.2 |
|
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SC | 0.2 |
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Richmond Brothers Inc
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|
MI | 0.2 |