FINANCIAL INDEPENDENCE ADVISORS, LLC
CRD #317193 SEC #801-127735 JACKSONVILLE, FL 904-605-4545
SEC Registered
Total AUM
$161M
Discretionary
$161M
Employees
5
Clients
0
Accounts
359
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $161M | $161M | $0 | 5 | 0 |
| Mar 2025 | $161M | $161M | $0 | 5 | 0 |
| Mar 2024 | $135.7M | $135.7M | $0 | 6 | 0 |
| Feb 2024 | $101.8M | $101.8M | $0 | 6 | 0 |
| Feb 2024 | $101.8M | $101.8M | $0 | 6 | 0 |
| Mar 2023 | $101.8M | $101.8M | $0 | 6 | 0 |
| Mar 2023 | $101.8M | $101.8M | $0 | 6 | 0 |
DateSep 2025
Total AUM$161M
Discretionary$161M
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$161M
Discretionary$161M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$135.7M
Discretionary$135.7M
Non-Disc.$0
Employees6
Clients0
DateFeb 2024
Total AUM$101.8M
Discretionary$101.8M
Non-Disc.$0
Employees6
Clients0
DateFeb 2024
Total AUM$101.8M
Discretionary$101.8M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$101.8M
Discretionary$101.8M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$101.8M
Discretionary$101.8M
Non-Disc.$0
Employees6
Clients0