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
Financial Independence, Inc. A California Corporation
By the Numbers
-
Total Assets Under Management146MILLION
-
Total Number of Accounts472ACCOUNTS
-
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
Registered Investment Advisor
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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.