Overview
Assets Under Management: $1.5 billion
Headquarters: KING OF PRUSSIA, PA
High-Net-Worth Clients: 1,058
Average Client Assets: $1 million
Frequently Asked Questions
INDEPENDENCE SQUARE HOLDINGS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #300139), INDEPENDENCE SQUARE HOLDINGS, LLC is subject to fiduciary duty under federal law.
INDEPENDENCE SQUARE HOLDINGS, LLC is headquartered in KING OF PRUSSIA, PA.
INDEPENDENCE SQUARE HOLDINGS, LLC serves 1,058 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, INDEPENDENCE SQUARE HOLDINGS, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
INDEPENDENCE SQUARE HOLDINGS, LLC manages $1.5 billion in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, INDEPENDENCE SQUARE HOLDINGS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 1,058
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.55
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 3,985
Discretionary Accounts: 3,982
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 300139
Filing ID: 1970087
Last Filing Date: 2025-03-31 12:55:00
Website: https://indsquare.com