Overview
Assets Under Management: $242 million
Headquarters: WARWICK, RI
High-Net-Worth Clients: 74
Average Client Assets: $2 million
Frequently Asked Questions
FINANCIAL INDEPENDENCE, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #150515), FINANCIAL INDEPENDENCE, LLC is subject to fiduciary duty under federal law.
FINANCIAL INDEPENDENCE, LLC is headquartered in WARWICK, RI.
FINANCIAL INDEPENDENCE, LLC serves 74 high-net-worth clients according to their SEC filing dated March 04, 2025. View client details ↓
According to their SEC Form ADV, FINANCIAL INDEPENDENCE, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
FINANCIAL INDEPENDENCE, LLC manages $242 million in client assets according to their SEC filing dated March 04, 2025.
According to their SEC Form ADV, FINANCIAL INDEPENDENCE, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 74
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.09
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 834
Non-Discretionary Accounts: 834
Regulatory Filings
CRD Number: 150515
Last Filing Date: 2025-03-04 00:00:00
Website: https://fi-ri.com