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
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.
Mark McMahon (CRD# 2498404) 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.
Zachary Mineur (CRD# 5644639) is an Investment Advisor Representative working at Independence Square Holdings, LLC in King Of Prussia, PA and has over 8 years of experience in the finance industry.
Daniel Morse (CRD# 5365271) is an Investment Advisor Representative working at Independence Square Holdings, LLC in Cherry Hill, NJ and has over 16 years of experience in the finance industry.
Andrew Omalley (CRD# 2376118) 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. Andrew Omalley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Monica Pedano (CRD# 2417477) is an Investment Advisor Representative working at Independence Square Holdings, LLC in King Of Prussia, PA and has over 30 years of experience in the finance industry.
Brian Platt (CRD# 2032566) is an Investment Advisor Representative working at Independence Square Holdings, LLC in King Of Prussia, PA and has over 33 years of experience in the finance industry. Brian Platt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Meg Ryan (CRD# 5083035) is an Investment Advisor Representative working at Independence Square Holdings, LLC in King Of Prussia, PA and has over 17 years of experience in the finance industry.
Stephen Schlichter (CRD# 1296548) 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.
Michael Slattery (CRD# 2461170) 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.