ENGINEERING FINANCIAL INDEPENDENCE, INC.

ENGINEERING FINANCIAL INDEPENDENCE, INC. is an SEC-registered investment adviser (CRD 321024). Regulatory assets under management: $5.0M.

Registration

• CRD: 321024
• Type: Registered investment adviser
• Phone: 858-376-4146
• Latest filing: 2026-05-18
• Regulatory AUM: $5.0M
• Discretionary AUM: $5.0M
• Clients: 1
• Accounts: 45

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 321024 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search