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
Timothy Dorazio (CRD# 6600237) is an Investment Advisor Representative working at Independence Square Holdings, LLC in King Of Prussia, PA and has over 7 years of experience in the finance industry.
John Grimley (CRD# 2929023) is an Investment Advisor Representative working at Independence Square Holdings, LLC in King Of Prussia, PA and has over 22 years of experience in the finance industry.
Blaise Milanek (CRD# 6528139) is an Investment Advisor Representative working at Independence Square Holdings, LLC in King Of Prussia, PA and has 1 year of experience in the finance industry.