← Back to searchVisit website
INDEPENDENCE SQUARE HOLDINGS, LLC
CRD 300139 · SEC 801-116750
150 SOUTH WARNER ROAD, SUITE 300, KING OF PRUSSIA, PA, 19406, United States
Phone
610-520-1500
Fax
610-520-0242
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.83B
Discretionary AUM
$1.83B
Team
37 total employees; 37 advisory reps; 51 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Subscription fees; Fixed fees; Commissions; Performance-based fees; REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1541 | $363.2M |
| High net worth individuals | 1080 | $1.45B |
| Pension/profit sharing plans | 13 | $11.7M |
| Charitable organizations | 7 | $5.1M |
| Corporations/business entities | 7 | $3.3M |
States served
VT, AZ, CA, CO, DE, DC, GA, IL, IN, LA, MD, MA, MI, NV, NJ, NY, NC, OH, OR, PA, RI, SC, VA, MO, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD