RIA Intel›Advisers›California›ENGINEERING FINANCIAL INDEPENDENCE, INC.

ENGINEERING FINANCIAL INDEPENDENCE, INC.

Advisory

CA

Data as of May 18, 2026 · Source: SEC Form ADV

Rank in CA
#4,921
of 5,480 advisers by AUM
Average account
$112K
across 45 accounts
AUM per adviser
$5M
1 adviser

Source: SEC Form ADV. Figures as filed May 18, 2026.

Total AUM
$5M
Discretionary %
100%
Clients
13
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$5M
Discretionary AUM$5M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients13
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

MENDE FINANCIAL COUNCIL, INC.
$5M
CUSTOM FUND MANAGEMENT, LLC
SAN FRANCISCO, CA
$5M
-85.2% 1Y
IG ADVISORS LLC
MURRIETA, CA
$5M
MURAPA INVESTMENTS INC.
AGOURA HILLS, CA
$5M
STEP FINANCIAL SERVICES, LLC
$5M
GREENWORTH INVESTMENT ADVISORS, LLC
$5M

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