INDEPENDENCE SQUARE HOLDINGS, LLC

150 South Warner Road
Suite 300
King Of Prussia, Pennsylvania 19406
Tel: 610-520-1500

About INDEPENDENCE SQUARE HOLDINGS, LLC

INDEPENDENCE SQUARE HOLDINGS, LLC, formally registered with the SEC as INDEPENDENCE SQUARE HOLDINGS, LLC. The firm was established in 06/07/2019. They have over 8 offices throughout the country.

INDEPENDENCE SQUARE HOLDINGS, LLC is a King Of Prussia, Pennsylvania based Financial Planning firm with nearly $1,146,643,141 assets under management, offering retirement planning & investment advisory services to 3402 clients. The firm is staffed with 40 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	300139
SEC#	801-116750
Assets Managed by Firm	$1,146,643,141
No. of Clients	3402
No. of Advisors	40

Fee Structure

A percentage of AUM
Hourly charges
Subscription fees
Fixed fees
Commission Based
Other (REFERRAL FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Other (CASH MANAGEMENT & MORTGAGE SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	3402	$1,146,643,141
Individuals (other than high net worth individuals)	1260	$272,195,620
High net worth individuals	906	$857,336,332
Pension and profit sharing plans	12	$11,435,891
Charitable organizations	8	$3,489,887
Corporations or other businesses	7	$2,185,411

More Retirement Planning firms in King Of Prussia, Pennsylvania:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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