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).

By the Numbers
  • Total Assets Under Management
    926
    MILLION
  • Total Number of Accounts
    2,025
    ACCOUNTS
  • Average Account Value
    $457,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DE, FL, GA, IN, KY, LA, MA, MD, MI, NC, NH, NJ, NV, NY, OH, PA, SC, TX, VA

Financial Advisors at Independence Square Holdings, LLC
Showing 21 - 26 of 26 top financial advisors.
21
Brenton F. Stransky
CRD#: 4891199
2173 Salk Avenue, Suite 250, Carlsbad, CA 92008

Brenton Stransky (CRD# 4891199) is an Investment Advisor Representative working at Independence Square Holdings, LLC in Carlsbad, CA and has over 18 years of experience in the finance industry. Brenton Stransky 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.

22
Sean E. Currey
CRD#: 7828333
2725 Jefferson Street, Suite 2c, Carlsbad, CA 92008

Sean Currey (CRD# 7828333) is an Investment Advisor Representative working at Independence Square Holdings, LLC in Carlsbad, CA and has 1 year of experience in the finance industry.

23
Timothy J. Dorazio
CRD#: 6600237
150 South Warner Road, Suite 300, King Of Prussia, PA 19406

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.

24
John J. Grimley
CRD#: 2929023
150 South Warner Road, Suite 300, King Of Prussia, PA 19406

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.

25
Blaise W. Milanek
CRD#: 6528139
150 South Warner Road, Suite 300, King Of Prussia, PA 19406

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.

26
Matthew R. Reese
CRD#: 5561936
150 South Warner Road, Suite 300, King Of Prussia, PA 19406

Matthew Reese (CRD# 5561936) 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.

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