Financial Independence, Inc. A California Corporation

Financial Independence, Inc. A California Corporation (CRD# 134764) is a financial advisory firm headquartered in Santa Clara, CA. They manage $145,942,202 in 472 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
5201 Great America Parkway, Suite 456, Santa Clara, CA 95054
http://www.fiwealthmanagement.com
By the Numbers
  • Total Assets Under Management
    146
    MILLION
  • Total Number of Accounts
    472
    ACCOUNTS
  • Average Account Value
    $309,200
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Financial Independence, Inc. A California Corporation
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals