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FINANCIAL INDEPENDENCE, LLC

Tel: 401-681-4825
931 Jefferson Blvd.
Suite 2005
Warwick, Rhode Island  02886-2213

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FINANCIAL INDEPENDENCE, LLC

FINANCIAL INDEPENDENCE, LLC is a Warwick, Rhode Island based financial advisory firm with nearly $242,343,248 in assets under management and provides investment advisory services for 834 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

150515

SEC#:

801-120254

No. of Clients:

834

Assets under Management

$242,343,248

No. of Advisors:

6

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