Independence Square Holdings, LLC
Independence Square Holdings, LLC (CRD# 300139) is a financial advisory firm headquartered in King Of Prussia, PA. They manage $1,146,643,141 in 3,402 accounts and serve the financial needs of clients across 24 states (or territories).
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Total Assets Under Management1,147MILLION
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Total Number of Accounts3,402ACCOUNTS
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Average Account Value$337,050
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
AZ, CA, CO, CT, DE, FL, GA, IN, KY, LA, MA, MD, MI, NC, NH, NJ, NV, NY, OH, PA, SC, TN, 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 10 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.
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.
Meg Ryan (CRD# 5083035) is an Investment Advisor Representative working at Independence Square Holdings, LLC in King Of Prussia, PA and has over 18 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.