|
⚲
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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) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 180 | 57.3 |
| (b) Individuals (high net worth individuals) | 64 | 123.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 3.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 732 | 184.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 732 | 184.0 |
| Total | 732 | 184.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 184.0 | |
| Total | 732 | 184.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001317103] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Spectrum Strategic Capital Management LLC
✚
|
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 |