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Home > Retirement Planners > rhode island > warwick > FINANCIAL INDEPENDENCE, LLC
FINANCIAL INDEPENDENCE, LLC
931 Jefferson Blvd.
Suite 2005
Warwick, Rhode Island 02886-2213
Tel: 401-681-4825
About FINANCIAL INDEPENDENCE, LLC
FINANCIAL INDEPENDENCE, LLC, formally registered with the SEC as FINANCIAL INDEPENDENCE, LLC. The firm was established in 02/17/2021. They have over 1 offices throughout the country.
FINANCIAL INDEPENDENCE, LLC is a Warwick, Rhode Island based Financial Planning firm with nearly $242,343,248 assets under management, offering retirement planning & investment advisory services to 834 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 150515 |
| SEC# | 801-120254 |
| Assets Managed by Firm | $242,343,248 |
| No. of Clients | 834 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 834 | $242,343,248 |
| Individuals (other than high net worth individuals) | 187 | $65,630,269 |
| High net worth individuals | 74 | $174,708,321 |
| Pension and profit sharing plans | 1 | $2,004,658 |
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| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $219,221,467,379 | 605 | 168 | |
| $24,631,658,238 | 40 | 143 | |
| $9,188,004,183 | 53044 | 418 | |
| $7,825,588,486 | 19 | 70 | |
| $1,879,594,055 | 1833 | 21 |
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