Independence Square Holdings, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

300139

SEC number

801-116750

Firm type

RIA

Assets under management

$1.8B as of Mar 6, 2026

Website

www.linkedin.com/company/independence-square-ria ↗

Phone

610-520-1500

Address

150 South Warner Road, King Of Prussia, PA, 19406

Advisors at this firm

36 in our index · page 1 of 1

• Daniel Martin AgogliaCRD 2840166 · King Of Prussia, PA
  IA RegisteredBroker
• Benjamin Morris AuslanderCRD 2526356 · King Of Prussia, PA
  IA RegisteredRegistration inactive
• Norman Stanley BatanskyCRD 834388 · Boca Raton, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Michael Brian BurchellCRD 1703648 · Baltimore, MD
  IA RegisteredRegistration inactive
• Kaleb Matthew BurnsCRD 5791663 · King Of Prussia, PA
  IA RegisteredBroker
• Richard Joseph CataneseCRD 4206931 · King Of Prussia, PA
  IA RegisteredBroker
• Mark G ComynsCRD 1057288 · King Of Prussia, PA
  IA RegisteredBroker
• John Robert DelpCRD 2774316 · King Of Prussia, PA
  IA RegisteredBroker
• Timothy Joseph DorazioCRD 6600237 · King Of Prussia, PA
  IA RegisteredBroker
• Joseph Black ElliottCRD 2498039 · King Of Prussia, PA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Steven Ted EpsteinCRD 2396199 · San Mateo, CA
  IA Registered
• Dale Brian FoardCRD 1884326 · Baltimore, MD
  IA RegisteredRegistration inactive
• Daniel B GeehanCRD 4043359 · Fort Worth, TX
  IA RegisteredRegistration inactive
• John J GrimleyCRD 2929023 · King Of Prussia, PA
  IA Registered
• Christopher George GroeberCRD 4670925 · King Of Prussia, PA
  IA RegisteredBroker
• Jesse LevyCRD 2927995 · King Of Prussia, PA
  IA RegisteredBroker
• Erik Clifford LindholmCRD 2624238 · King Of Prussia, PA
  IA RegisteredBroker
• Eric Justin LongCRD 4809903 · King Of Prussia, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Christopher Bartley LundmarkCRD 3022544 · King Of Prussia, PA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Christine Diane McewanCRD 2698006 · King Of Prussia, PA
  IA RegisteredBroker
• Thomas Joseph MchughCRD 2318008 · King Of Prussia, PA
  IA Registered
• Eugene Joseph MulvaneyCRD 2028798 · Short Hills, NJ
  IA RegisteredBroker
• Zachary Scott MineurCRD 5644639 · King Of Prussia, PA
  IA RegisteredRegistration inactive
• Jordan Christian NorleyCRD 4721277 · King Of Prussia, PA
  IA RegisteredBroker
• Michael S NickersonCRD 7780018 · Chestertown, MD
  IA Registered
• Andrew W OmalleyCRD 2376118 · King Of Prussia, PA
  IA RegisteredBroker
• Monica Anne PedanoCRD 2417477 · King Of Prussia, PA
  IA RegisteredBroker
• Brian D PlattCRD 2032566 · King Of Prussia, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Matthew Ryan ReeseCRD 5561936 · Carlsbad, CA
  IA Registered
• Meg RyanCRD 5083035 · King Of Prussia, PA
  IA RegisteredBroker
• Stephen Matthew SchlichterCRD 1296548 · Pensacola, FL
  IA RegisteredBroker
• Michael Andrew SlatteryCRD 2461170 · King Of Prussia, PA
  IA RegisteredBroker
• Shane Patrick SmithCRD 4732333 · King Of Prussia, PA
  IA RegisteredBroker
• Douglas John SweeneyCRD 2724944 · King Of Prussia, PA
  IA RegisteredBroker
• Adam Jason ScherzerCRD 8013768 · Conshohocken, PA
  IA Registered
  Disclosure event(s) on record
• Brenton Friden StranskyCRD 4891199 · Carlsbad, CA
  IA RegisteredBroker
  Disclosure event(s) on record

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.