Engineering Financial Independence, Inc.
RIAState Registered
Total AUM
$5M
Discretionary
$5M
100% of AUM
Avg account
$112K
Accounts
45
Employees
1
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 321024
- Website
- www.engineeringfi.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Engineering Financial Independence, Inc. is an independent, owner-operated registered investment adviser that focuses on serving individuals and families. The firm combines fee models—percentage of assets under management, hourly consulting, and fixed fees—to deliver financial planning and portfolio management services for individuals and small businesses. It also produces periodicals or newsletters as part of its client communications. The firm does not profile itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities81%
- Private Funds13%
- Other5%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations