KING OF PRUSSIA, PACRD 300139Latest ADV March 6, 2026
Independence Square Holdings, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in King Of Prussia, PA. Its latest Form ADV filing, dated March 6, 2026, reports $1.8B in regulatory assets under management, 37 employees, 13 offices, and 2,648 accounts.
Assets Under Management
$1.8B
Employees
37
Offices
13 offices
Total Clients
2,648
Primary office
KING OF PRUSSIA, PA
150 SOUTH WARNER ROAD, SUITE 300, KING OF PRUSSIA, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
7 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 58.2% of total clients.
Top client categories% of clientsClients
1
Individuals
58.2%
1,541
2
HNWI
40.8%
1,080
3
Pension Plans
0.5%
13
4
Charitable
0.3%
7
5
Corporations
0.3%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.8Bas of March 6, 2026
Discretionary100.0%
$1.8B
100% of total RAUM100.0%
Non-discretionary0.0%
$750K
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.8B
Total Accounts2,648
10Y AUM Change+$1.8B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees37
Clients per Employee72:1
10Y Employee Change-1 (-2.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.