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Financial Independence LLC
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CRD # | 150515 |
SEC # | 801-120254 |
CIK # | 0001317103 |
AUM | $184.0 MM (2023-03-10) |
Employees | 6 (50% Investors, 0% Brokers) |
Phone | 401-681-4825 |
Address | 931 Jefferson Blvd Warwick, RI 02886-2213 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 180 | 57.3 |
(b) Individuals (high net worth individuals) | 64 | 123.7 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 2 | 3.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 732 | 184.0 |
By Discretionary | ||
Discretionary | 0 | 0.0 |
Non-Discretionary | 732 | 184.0 |
Total | 732 | 184.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 184.0 | |
Total | 732 | 184.0 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001317103] |
Comparable Firms | State | AUM ($BB) |
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Spectrum Strategic Capital Management LLC
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|
OR | 0.2 |
Montcalm TCR LLC
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|
CA | 0.2 |
Equitycompass Investment Management LLC
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MD | 0.2 |
NorthStar Financial Planning LLC
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|
NH | 0.2 |
Poinciana Advisors Group LLC
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|
FL | 0.2 |
Albert D Mason Inc
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|
MA | 0.2 |
RPA Wealth Management
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|
CA | 0.2 |
Beacon Wealth Consultants Inc
✚
|
VA | 0.2 |
Kaufman Rossin Wealth LLC
✚
|
FL | 0.2 |
Hawke Financial Group LLC
✚
|
ID | 0.2 |