Independence Square Holdings, LLC
Independence Square Holdings, LLC (CRD# 300139) is a financial advisory firm headquartered in King Of Prussia, PA. They manage $926,375,464 in 2,025 accounts and serve the financial needs of clients across 23 states (or territories).
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Total Assets Under Management926MILLION
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Total Number of Accounts2,025ACCOUNTS
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Average Account Value$457,469
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, CT, DE, FL, GA, IN, KY, LA, MA, MD, MI, NC, NH, NJ, NV, NY, OH, PA, SC, TX, VA
Daniel Agoglia (CRD# 2840166) is an Investment Advisor Representative working at Independence Square Holdings, LLC in King Of Prussia, PA and has over 25 years of experience in the finance industry.
Benjamin Auslander (CRD# 2526356) is an Investment Advisor Representative working at Independence Square Holdings, LLC in King Of Prussia, PA and has over 29 years of experience in the finance industry.
Richard Catanese (CRD# 4206931) is an Investment Advisor Representative working at Independence Square Holdings, LLC in King Of Prussia, PA and has over 23 years of experience in the finance industry.
Peter Craig (CRD# 56259) is an Investment Advisor Representative working at Independence Square Holdings, LLC in King Of Prussia, PA and has over 39 years of experience in the finance industry.
John Delp (CRD# 2774316) is an Investment Advisor Representative working at Independence Square Holdings, LLC in King Of Prussia, PA and has over 27 years of experience in the finance industry.
Daniel Geehan (CRD# 4043359) is an Investment Advisor Representative working at Independence Square Holdings, LLC in Fort Worth, TX and has over 23 years of experience in the finance industry.
Jesse Levy (CRD# 2927995) is an Investment Advisor Representative working at Independence Square Holdings, LLC in King Of Prussia, PA and has over 12 years of experience in the finance industry.
Erik Lindholm (CRD# 2624238) is an Investment Advisor Representative working at Independence Square Holdings, LLC in King Of Prussia, PA and has over 27 years of experience in the finance industry.
Christine McEwan (CRD# 2698006) is an Investment Advisor Representative working at Independence Square Holdings, LLC in King Of Prussia, PA and has over 5 years of experience in the finance industry.
Thomas McHugh (CRD# 2318008) is an Investment Advisor Representative working at Independence Square Holdings, LLC in King Of Prussia, PA and has over 9 years of experience in the finance industry.