INDEPENDENCE SQUARE HOLDINGS, LLC

KING OF PRUSSIA, Pennsylvania·3 registered advisors·CRD# 300139
SEC# 801-1167507610-520-1500
01

Firm Overview

AUM
$1.1B
Regulatory assets under management
Employees
40
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Other
Compensation
Percentage of AUM
Hourly charges
Fixed fees
Subscription fees
Commissions
Other: REFERRAL FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at INDEPENDENCE SQUARE HOLDINGS, LLC

3 registered advisors
Joseph Black Elliott
KING OF PRUSSIA, Pennsylvania
CFP
Kaleb Matthew Burns
KING OF PRUSSIA, Pennsylvania
Zachary Scott Mineur
KING OF PRUSSIA, Pennsylvania
CFA
05

Office Locations

KING OF PRUSSIA, Pennsylvania
3 advisors

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Data sourced from SEC Form ADV filings. INDEPENDENCE SQUARE HOLDINGS, LLC (CRD# 300139) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.