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Financial Independence, LLC

● SEC registered since 2021CRD 150515SEC# 801-120254Warwick, RI
Export (members)
Reg. AUM
$242.3M
Employees
6
Accounts
834
Location
Warwick, RI

Financial Independence, LLC assets under management

Financial Independence, LLC is a registered investment adviser overseen by the SEC based in Warwick, RI. The firm has been registered since 2021. It reports $242.3 million in regulatory assets under management and employs 6 people.
www.linkedin.com/company/financial-independence-llcView on SEC.gov ↗

Financial Independence, LLC owners & executives

1 reported
NameTitleOwnershipSince
Rick Walter Campbell ControlPresident/Chief Compliance OfficerOver 75%2009

Frequently asked questions

How much does Financial Independence, LLC manage?

Financial Independence, LLC reports $242.3 million in regulatory assets under management on its Form ADV.

How many employees does Financial Independence, LLC have?

Financial Independence, LLC reports 6 employees.

Where is Financial Independence, LLC located?

Financial Independence, LLC is based in Warwick, RI and has been SEC-registered since 2021.

Does Financial Independence, LLC disclose fund performance?

Financial Independence, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address931 Jefferson Blvd., Suite 2005, Warwick, RI 02886-2213
Phone401-681-4825
Fax401-681-4837
Office hours8:30 a.m. - 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$242.3M
Total (RAUM)$242.3M