FINANCIAL INDEPENDENCE, LLC
CRD #150515 SEC #801-120254 WARWICK, RI 401-681-4825
SEC Registered
Total AUM
$242.3M
Discretionary
$0
Employees
6
Clients
101
Accounts
834
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $242.3M | $0 | $242.3M | 6 | 8 |
| Feb 2025 | $242.3M | $0 | $242.3M | 6 | 8 |
| Feb 2024 | $210.2M | $0 | $210.2M | 6 | 11 |
| Sep 2023 | $184M | $0 | $184M | 6 | 13 |
| Mar 2023 | $184M | $0 | $184M | 6 | 13 |
| Mar 2023 | $184M | $0 | $184M | 6 | 13 |
| Oct 2022 | $209.9M | $0 | $209.9M | 6 | 0 |
| Aug 2022 | $209.9M | $0 | $209.9M | 7 | 0 |
| Apr 2022 | $209.9M | $0 | $209.9M | 7 | 0 |
| Mar 2022 | $209.9M | $0 | $209.9M | 7 | 0 |
| Dec 2021 | $176.3M | $0 | $176.3M | 7 | 8 |
| Oct 2021 | $176.3M | $0 | $176.3M | 7 | 8 |
| Feb 2021 | $176.3M | $0 | $176.3M | 3 | 8 |
| Feb 2021 | $176.3M | $0 | $176.3M | 3 | 8 |
| Feb 2021 | $176.3M | $0 | $176.3M | 3 | 8 |
| Jan 2021 | $176.3M | $0 | $176.3M | 3 | 8 |
| Jan 2021 | $176.3M | $0 | $176.3M | 8 | 190 |
DateMar 2025
Total AUM$242.3M
Discretionary$0
Non-Disc.$242.3M
Employees6
Clients8
DateFeb 2025
Total AUM$242.3M
Discretionary$0
Non-Disc.$242.3M
Employees6
Clients8
DateFeb 2024
Total AUM$210.2M
Discretionary$0
Non-Disc.$210.2M
Employees6
Clients11
DateSep 2023
Total AUM$184M
Discretionary$0
Non-Disc.$184M
Employees6
Clients13
DateMar 2023
Total AUM$184M
Discretionary$0
Non-Disc.$184M
Employees6
Clients13
DateMar 2023
Total AUM$184M
Discretionary$0
Non-Disc.$184M
Employees6
Clients13
DateOct 2022
Total AUM$209.9M
Discretionary$0
Non-Disc.$209.9M
Employees6
Clients0
DateAug 2022
Total AUM$209.9M
Discretionary$0
Non-Disc.$209.9M
Employees7
Clients0
DateApr 2022
Total AUM$209.9M
Discretionary$0
Non-Disc.$209.9M
Employees7
Clients0
DateMar 2022
Total AUM$209.9M
Discretionary$0
Non-Disc.$209.9M
Employees7
Clients0
DateDec 2021
Total AUM$176.3M
Discretionary$0
Non-Disc.$176.3M
Employees7
Clients8
DateOct 2021
Total AUM$176.3M
Discretionary$0
Non-Disc.$176.3M
Employees7
Clients8
DateFeb 2021
Total AUM$176.3M
Discretionary$0
Non-Disc.$176.3M
Employees3
Clients8
DateFeb 2021
Total AUM$176.3M
Discretionary$0
Non-Disc.$176.3M
Employees3
Clients8
DateFeb 2021
Total AUM$176.3M
Discretionary$0
Non-Disc.$176.3M
Employees3
Clients8
DateJan 2021
Total AUM$176.3M
Discretionary$0
Non-Disc.$176.3M
Employees3
Clients8
DateJan 2021
Total AUM$176.3M
Discretionary$0
Non-Disc.$176.3M
Employees8
Clients190