Independence Square Holdings, LLC

RIASEC Registered
Total AUM
$1.8B
Discretionary
$1.8B
100% of AUM
Avg account
$693K
Accounts
2,648
Employees
37
Advisory reps
41

Firm details

Headquarters
King Of Prussia, Pennsylvania
CRD number
300139
Registered since
June 7, 2019
Custodians
LPL FINANCIAL LLC
Fee structure
Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees, Commissions, Performance Based Fees, Other
Client types
  • HNWI79.1%
  • Individuals19.8%
  • Pension & Profit Sharing Plans0.64%
  • Charitable Organizations0.28%
  • Corporations / Businesses0.18%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Independence Square Holdings, LLC is an independent registered investment adviser organized as an LLC. The firm is registered with the SEC (registered in 2019) and is owned by an individual. It serves both individual/family and institutional clients and operates as a capital allocator, directing client capital to external managers and product providers alongside in-house advisory services. Service offerings span financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and publication of periodicals or newsletters. The firm also conducts brokerage and insurance activities as a registered representative of a broker‑dealer and an insurance broker, and it sells other financial products. Its fee arrangements are varied — including AUM‑based fees, hourly and fixed fees, subscription models, commissions, and performance‑based fees — indicating flexibility in engagement models and the possibility of working with vehicles that carry incentive compensation. The firm does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 69%, Exchange Traded Equities 18%, Cash & Cash Equivalents 7%, Other 2%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Private Funds 1%69%
  • Public Funds/Mutual Funds69%
  • Exchange Traded Equities18%
  • Cash & Cash Equivalents7%
  • Other2%
  • US Government Bonds1%

Owners & executives

3 of 3
  • Zachary Mineur

    Zachary Mineur

    Chief Investment Officer and Wealth AdvisorCRD 5644639

  • Kaleb Burns

    Kaleb Burns

    Chief Compliance OfficerCRD 5791663

  • Joseph Elliott

    Joseph Elliott

    Chief Executive Officer and FounderCRD 2498039

Contacts

3 of 38
  • Meg Ryan

    Meg Ryan

    Wealth AdvisorCRD 5083035

  • Daniel Morse

    Daniel Morse

    Wealth AdvisorCRD 5365271

  • Kenneth Cala

    Kenneth Cala

    Founder & Director of PlanningCRD 4357683

Unlock 35 more contacts →

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

King Of Prussia, PA

Montgomery

Location

King Of Prussia, PA

Headquartered in King Of Prussia, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Montgomery
Address
150 S Warner Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth