FINANCIAL INDEPENDENCE ADVISORS, LLC
Adviser information for FINANCIAL INDEPENDENCE ADVISORS, LLC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 6 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 2 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 351 | $135.7M |
| Non-Discretionary | 0 | $0 |
| Total | 351 | $135.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 104 | $21.3M |
| HNW Individuals | 26 | $74.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 38 | $35.0M |
| Charitable organizations | <5 | $4.7M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesEducational seminars/workshops |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-127735 |
|---|---|
| SEC ERA File Number | 801-127735 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 317193 |
| Legal Entity Identifier | None |
Principal Office
4350 PABLO PROFESSIONAL COURTJACKSONVILLE
FL
United States
Monday - Friday, 9AM TO 5PM
Tel: 904-605-4545, Fax: 904-296-0054
Chief Compliance Officer
ISAAC BROHINSKY
PRESIDENT, MANAGING MEMBER
4350 PABLO PROFESSIONAL COURT
JACKCONVILLE
FL
United States
Tel:
904-605-4545
Fax:
904-296-0054
I****@******************M
(Full email address available in API data)
Industry Affiliates
| FINANCIAL SOLUTION ADVISORS CPA, LLC | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Brohinsky, Isaac, Jacob | Individual | – | PRESIDENT, CCO, MANAGING MEMBER | 09/2021 | 25-50% |
| Chamberlain, Joel, Clayton | Individual | – | SECRETARY, TREASURER, MANAGING MEMBER | 09/2021 | 25-50% |
| KREY, KENNETH, RYAN | Individual | – | VICE PRESIDENT, MANAGING MEMBER | 09/2021 | 25-50% |