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INDEPENDENCE SQUARE HOLDINGS, LLC
Tel: 610-520-1500
150 South Warner Road Suite 300
King Of Prussia, Pennsylvania 19406
INDEPENDENCE SQUARE HOLDINGS, LLC
INDEPENDENCE SQUARE HOLDINGS, LLC is a King Of Prussia, Pennsylvania based financial advisory firm with nearly $1,146,643,141 in assets under management and provides investment advisory services for 3402 clients. There are currently 40 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors , Publication of periodicals and newsletters , Other (CASH MANAGEMENT & MORTGAGE SERVICES)
Fee Structure:
A percentage of AUM, Hourly charges, Subscription fees, Fixed fees, Commission Based, Other (REFERRAL FEE
Firm CRD#:
300139
SEC#:
801-116750
No. of Clients:
3402
Assets under Management
$1,146,643,141
No. of Advisors:
40
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