NetworkยทFamily Office

Independence Square Holdings, LLC

Unclaimed

๐Ÿ“ KING OF PRUSSIA, PA

Family Officebusiness services
indsquare.com โ†—

SEC CRD #801-116750

About

Independence Square Advisors is an SEC Registered Investment Advisor providing wealth management, financial planning, and retirement plan consulting services to individual investors, business owners, and independent financial advisors nationwide.

Key Contact

KM

KALEB M BURNS

CHIEF COMPLIANCE OFFICER

๐Ÿ“ž (610) 520-1500

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Geographic Focus

united states
โ„น

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AUM

$1.8B

Check Size

$12Mโ€“$12M

Location

KING OF PRUSSIA, PA

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