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INDEPENDENCE SQUARE HOLDINGS, LLC
KING OF PRUSSIA, PA
610-520-1500
SEC #801-116750Total AUM
$1.8B
Employees
37Clients
2,648Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
150 SOUTH WARNER ROAD
SUITE 300
KING OF PRUSSIA
PA 19406
United States
SUITE 300
KING OF PRUSSIA
PA 19406
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
610-520-1500
Other Offices
13
Financials
Total AUM
$1.8B
Accounts
2,648Discretionary
$1.8B
Accounts
2,647Non-Discretionary
$749.5K
Accounts
1
Clients
Individual Clients
1,541AUM
$363.2M
HNW Individual Clients
1,080AUM
$1.5B
Pension/Profit Sharing Plan Clients
13AUM
$11.7M
Charitable Organization Clients
7AUM
$5.1M
Corporation or Business Clients
7AUM
$3.3M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Performance-BasedCharges Subscription Fee
Other Compensation
REFERRAL FEES
Compliance
Disclosures
Felony ChargeSRO Discipline/Expulsion/SuspensionSRO False Statement FindingSRO Rule Violation
State Registrations
AZCACOCTDCDEFLGAILINLAMAMDMIMONCNHNJNVNYOHORPARISCTXVAVT
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.