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Building 2FINANCIAL INDEPENDENCE, LLC

Map pinWARWICK, RI
Phone401-681-4825
NotebookSEC #801-120254
Total AUM
$288.1M
Employees
7
Clients
279

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
931 JEFFERSON BLVD.
SUITE 2005
WARWICK
RI 02886-2213
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
401-681-4825

ReceiptFinancials

Total AUM
$288.1M
Accounts
895
Discretionary
$0
Accounts
0
Non-Discretionary
$288.1M
Accounts
895

ContactClients

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Individual Clients
191
AUM
$72M
HNW Individual Clients
87
AUM
$213.8M
Pension/Profit Sharing Plan Clients
1
AUM
$2.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLMANCNHNYRITX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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