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Building 2FINANCIAL INDEPENDENCE ADVISORS, LLC

Map pinJACKSONVILLE, FL
Phone904-605-4545
NotebookSEC #801-127735
Total AUM
$189.6M
Employees
8
Clients
186

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4350 PABLO PROFESSIONAL COURT
JACKSONVILLE
FL 32224
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
904-605-4545
Other Offices
1

ReceiptFinancials

Total AUM
$189.6M
Accounts
393
Discretionary
$189.6M
Accounts
393
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
120
AUM
$38.7M
HNW Individual Clients
28
AUM
$95.2M
Pension/Profit Sharing Plan Clients
34
AUM
$43M
Charitable Organization Clients
1
AUM
$5.1M
Corporation or Business Clients
3
AUM
$7.7M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFL

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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