Financial Independence, LLC
● SEC registered since 2021CRD 150515SEC# 801-120254Warwick, RI
Reg. AUM
$288.1M
Employees
7
Accounts
895
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 $288.1 million in regulatory assets under management and employs 7 people.
Financial Independence, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Rick Walter Campbell Control | President/Chief Compliance Officer | Over 75% | 2009 |
Frequently asked questions
How much does Financial Independence, LLC manage?
Financial Independence, LLC reports $288.1 million in regulatory assets under management on its Form ADV.
How many employees does Financial Independence, LLC have?
Financial Independence, LLC reports 7 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
| Address | 931 Jefferson Blvd., Suite 2005, Warwick, RI 02886-2213 |
| Phone | 401-681-4825 |
| Fax | 401-681-4837 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$288.1M▲ 19%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$288.1Mregulatory AUM
Discretionary $0Non-discretionary $288.1M