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INDEPENDENCE SQUARE HOLDINGS, LLC

KING OF PRUSSIA, PA · CRD 300139 · IAPD ↗ · 610-520-1500

$1.83BRegulatory AUM
37Advisory reps
37Employees
51Clients
51-100Planning clients
0Private funds
28States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2026 — INDEPENDENCE SQUARE HOLDINGS, LLC notice-filed in RI, VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — INDEPENDENCE SQUARE HOLDINGS, LLC added office(s): 10 -> 13 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2025 — INDEPENDENCE SQUARE HOLDINGS, LLC notice-filed in DC, IL, MO, OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — INDEPENDENCE SQUARE HOLDINGS, LLC's Item 11 disclosure-reporting entries rose by 3 (1 -> 4).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2025 — INDEPENDENCE SQUARE HOLDINGS, LLC added office(s): 7 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2025 — INDEPENDENCE SQUARE HOLDINGS, LLC reported RAUM up 30% ($1.15B -> $1.49B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
April 2024 — INDEPENDENCE SQUARE HOLDINGS, LLC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2024 — INDEPENDENCE SQUARE HOLDINGS, LLC crossed $1B in regulatory AUM ($926.4M -> $1.15B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.