INDEPENDENCE SQUARE HOLDINGS, LLC

RIASEC RegisteredEst. 2019

Total AUM

$1.8B

Discretionary

$1.8B

100% of AUM

Avg account

$693K

Accounts

2,648

Employees

Advisory reps

Firm details

Headquarters: KING OF PRUSSIA, Pennsylvania
CRD number: 300139
Registered since: June 7, 2019
Website: indsquare.com
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 formed in 2019 and organized as an LLC. The firm serves both individual/family and institutional clients and is described as a capital allocator, signaling that it outsources or directs capital into third‑party strategies as well as managing portfolios directly. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and publication of periodicals or newsletters. The firm also maintains broker‑dealer and insurance activities, operating as a registered representative of a broker‑dealer and as an insurance broker/financial product salesperson. Independence Square uses a range of client fee arrangements (percentage of AUM, hourly, subscription, fixed fees, commissions, and performance‑based fees) and lists at least one affiliated or related adviser in its structure. The firm is not identified as an active ESG investor.