INDEPENDENCE SQUARE HOLDINGS, LLC
CRD #300139 SEC #801-116750 KING OF PRUSSIA, PA 610-520-1500
SEC Registered
Total AUM
$1.5B
Discretionary
$1.5B
Employees
37
Clients
51
Accounts
3,985
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.5B | $1.5B | $585.5K | 37 | 51 |
| Mar 2024 | $1.1B | $1.1B | $0 | 40 | 50 |
| Oct 2023 | $926.4M | $926.4M | $0 | 41 | 50 |
| Mar 2023 | $926.4M | $926.4M | $0 | 41 | 50 |
| Jul 2022 | $991M | $991M | $0 | 41 | 2 |
| Mar 2022 | $991M | $991M | $0 | 36 | 2 |
| May 2021 | $686.8M | $686.8M | $0 | 40 | 0 |
| Apr 2021 | $686.8M | $686.8M | $0 | 40 | 0 |
| Apr 2021 | $686.8M | $686.8M | $0 | 39 | 0 |
| Mar 2021 | $686.8M | $686.8M | $0 | 39 | 0 |
| Mar 2021 | $686.8M | $686.8M | $0 | 39 | 0 |
| Dec 2020 | $543.7M | $543.7M | $0 | 38 | 0 |
| Sep 2020 | $543.7M | $543.7M | $0 | 38 | 0 |
| Jul 2020 | $543.7M | $543.7M | $0 | 38 | 0 |
| Jul 2020 | $543.7M | $543.7M | $0 | 37 | 0 |
| Jun 2020 | $543.7M | $543.7M | $0 | 37 | 0 |
| May 2020 | $543.7M | $543.7M | $0 | 37 | 0 |
| Feb 2020 | $543.7M | $543.7M | $0 | 37 | 0 |
| Jan 2020 | $0 | $0 | $0 | 37 | 0 |
| Jan 2020 | $0 | $0 | $0 | 37 | 0 |
| Jan 2020 | $0 | $0 | $0 | 37 | 0 |
| Oct 2019 | $0 | $0 | $0 | 38 | 0 |
| Aug 2019 | $0 | $0 | $0 | 38 | 0 |
| Jun 2019 | $0 | $0 | $0 | 38 | 0 |
| May 2019 | $0 | $0 | $0 | 38 | 0 |
DateMar 2025
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$585.5K
Employees37
Clients51
DateMar 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees40
Clients50
DateOct 2023
Total AUM$926.4M
Discretionary$926.4M
Non-Disc.$0
Employees41
Clients50
DateMar 2023
Total AUM$926.4M
Discretionary$926.4M
Non-Disc.$0
Employees41
Clients50
DateJul 2022
Total AUM$991M
Discretionary$991M
Non-Disc.$0
Employees41
Clients2
DateMar 2022
Total AUM$991M
Discretionary$991M
Non-Disc.$0
Employees36
Clients2
DateMay 2021
Total AUM$686.8M
Discretionary$686.8M
Non-Disc.$0
Employees40
Clients0
DateApr 2021
Total AUM$686.8M
Discretionary$686.8M
Non-Disc.$0
Employees40
Clients0
DateApr 2021
Total AUM$686.8M
Discretionary$686.8M
Non-Disc.$0
Employees39
Clients0
DateMar 2021
Total AUM$686.8M
Discretionary$686.8M
Non-Disc.$0
Employees39
Clients0
DateMar 2021
Total AUM$686.8M
Discretionary$686.8M
Non-Disc.$0
Employees39
Clients0
DateDec 2020
Total AUM$543.7M
Discretionary$543.7M
Non-Disc.$0
Employees38
Clients0
DateSep 2020
Total AUM$543.7M
Discretionary$543.7M
Non-Disc.$0
Employees38
Clients0
DateJul 2020
Total AUM$543.7M
Discretionary$543.7M
Non-Disc.$0
Employees38
Clients0
DateJul 2020
Total AUM$543.7M
Discretionary$543.7M
Non-Disc.$0
Employees37
Clients0
DateJun 2020
Total AUM$543.7M
Discretionary$543.7M
Non-Disc.$0
Employees37
Clients0
DateMay 2020
Total AUM$543.7M
Discretionary$543.7M
Non-Disc.$0
Employees37
Clients0
DateFeb 2020
Total AUM$543.7M
Discretionary$543.7M
Non-Disc.$0
Employees37
Clients0
DateJan 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees37
Clients0
DateJan 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees37
Clients0
DateJan 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees37
Clients0
DateOct 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees38
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees38
Clients0
DateJun 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees38
Clients0
DateMay 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees38
Clients0