Independence Square Holdings, LLC
King of Prussia, PA·SEC-registered · CRD #300139
Independence Square Holdings, LLC is an SEC-registered investment advisory firm in King of Prussia, PA managing $1.8B across 2.6k client accounts, with 37 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.8B
Client accounts
2.6k
Advisory staff
37
Fee model
Fee-based
How Independence Square Holdings, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Independence Square Holdings, LLC
How much does Independence Square Holdings, LLC manage?
Per its most recent SEC Form ADV filing (03/06/2026), Independence Square Holdings, LLC reports $1.8B in regulatory assets under management across roughly 2.6k client accounts.
How does Independence Square Holdings, LLC charge?
Independence Square Holdings, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Fixed fees, Commissions, Performance-based. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Independence Square Holdings, LLC a fiduciary?
Yes. Independence Square Holdings, LLC is registered with the U.S. Securities and Exchange Commission (CRD #300139), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Independence Square Holdings, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Independence Square Holdings, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Independence Square Holdings, LLC's public SEC Form ADV filing (CRD #300139, filed 03/06/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Independence Square Holdings, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Independence Square Holdings, LLC? Claim this profile.