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
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.
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.
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.
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.