The INDEPENDENCE SQUARE HOLDINGS is a privately held investment adviser that advises $1.83Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. INDEPENDENCE SQUARE HOLDINGS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 167.03% over the last 5-years.
The Group has been registered with the SEC for 7.15 years and is comprised of 1 filing and 0 relying advisers. They operate out of 10 office locations with their Headquarters at 150 SOUTH WARNER ROAD SUITE 300, UPPER MERION TOWNSHIP, PENNSYLVANIA. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 37 employees comprised of 37 investment and 0 non-investment staff. The total number of Employees decreased by 7.5% over the last 5-years.
Their $1.83Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 27 other accounts. Assets of High Net Worth Individuals clients own $1.45Bn or 79.1% of Total Assets and Individuals own $363.22mn or 19.8% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
INDEPENDENCE SQUARE HOLDINGS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.