Independence Square Holdings, Llc, PA — Investment Adviser | BuildTrust

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INDEPENDENCE SQUARE HOLDINGS, LLC

Investment AdviceKING OF PRUSSIA, PA

Assets Under Management

$1.5B

Total AUM

Donut chart: Discretionary 1.5B, Non-Discretionary 585K
Category	Value
Discretionary	1.5B
Non-Discretionary	585K

Adviser Information

Field	Value
CRD Number	300139
SEC Number	801-116750
Street Address	150 SOUTH WARNER ROAD
Street Address 2	SUITE 300
Location	KING OF PRUSSIA, PA 19406
Country	United States
Phone	610-520-1500
Fax	610-520-0242
Total Employees	37
Business Types	registered_representative, insurance_broker, financial_product_sales

Client Count by Type (2,520 Total)

Horizontal bar chart: Individuals (other than H… 1,435, High Net Worth Individual… 1,058, Pension/Profit Sharing Pl… 13, Charitable Organizations 7, Corporations/Businesses 7
Category	Value
Individuals (other than H…	1,435
High Net Worth Individual…	1,058
Pension/Profit Sharing Pl…	13
Charitable Organizations	7
Corporations/Businesses	7