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INDEPENDENCE SQUARE HOLDINGS, LLC
CRD 300139File 801-116750
APPROVED
Retail clients
Disclosure events
Filing as of Mar 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.83B
Top 25% of cohort (national)
Discretionary AUM
$1.83B
Non-discretionary $750K
Clients
2,648
2,648 accounts
Employees
37
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jun 7, 2019
- Principal office
- 150 SOUTH WARNER ROAD, SUITE 300, KING OF PRUSSIA, PA, 19406
- Phone
- 610-520-1500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.83B
- Discretionary AUM
- $1.83B
- Non-discretionary AUM
- $750K
- Discretionary accounts
- 2,647
- Non-discretionary accounts
- 1
- Total accounts
- 2,648
- AUM per client
- $693K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $3.3M |
| Charitable organizations | 7 | $5.1M |
| High net worth individuals | 1,080 | $1.45B |
| Pension and profit sharing plans | 13 | $11.7M |
| Individuals (other than high net worth individuals) | 1,541 | $363.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Commissions
- Hourly charges
- Other (described) — REFERRAL FEES
- Subscription fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11A2
- Q11E1
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.