FINANCIAL INDEPENDENCE, LLC

FINANCIAL INDEPENDENCE, LLC of WARWICK, RI is an SEC-registered investment adviser (CRD 150515). Regulatory assets under management: $288.1M.

Registration

• CRD: 150515
• SEC file number: 801-120254
• Type: Registered investment adviser
• Location: 931 JEFFERSON BLVD., SUITE 2005, WARWICK, RI, 02886-2213
• Phone: 401-681-4825
• Latest filing: 2026-07-30
• Regulatory AUM: $288.1M
• Non-discretionary AUM: $288.1M
• Clients: 7
• Accounts: 895

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 150515 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search