Investment adviser · CRD 300139
INDEPENDENCE SQUARE HOLDINGS, LLC
Investment adviser filing (IA)
KING OF PRUSSIA, PA, United States · Form ADV filed Mar 6, 2026
- Regulatory AUM
- $1.83B Form ADV · Item 5.F
- Client accounts
- 2,648 Accounts, not individual clients
- Employees
- 37 Reported in this filing
- Advisory professionals
- 37 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 1,080 | $1,450,597,684 | 79.1% |
| Individuals | 1,541 | $363,215,620 | 19.8% |
| Retirement plans | 13 | $11,732,667 | 0.6% |
| Charities | 7 | $5,133,042 | 0.3% |
| Corporations & businesses | 7 | $3,299,812 | 0.2% |
Filing source
Form ADV 2040507 · Mar 6, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 6, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters
Compensation
Percentage of assets · Hourly · Subscription · Fixed · Commissions · Performance-based
Principal office
150 SOUTH WARNER ROAD, SUITE 300KING OF PRUSSIA, PA, 19406, United States
CRD 300139
Filing source
Form ADV 2040507 · Mar 6, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.