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Independence Square Holdings, LLC

Independence Square Holdings, LLC. CRD 300139

Independence Square Holdings, LLC logo

CRD: 300139

Independence Square Holdings, LLC

King OF Prussia, PA, 19406
6105201500
indsquare.com
$1.8B Total AUM
$1.8B Disc. AUM
18.7% 3Y CAGR
37 Employees
2,699 ADV. Clients
7 yrs Firm Age

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Firm Details

Custodian
LPL Financial
Clients
Retail and Institutional
Platforms
QuantumVertex delta +more
Established Date
06-07-2019
Office Locations
11

Office Locations

100 Talbot Boulevard Chestertown MD
1040 Kings Highway North Suite 200 Cherry Hill NJ
150 South Warner Road Suite 300 King OF Prussia PA

About Independence Square Holdings, LLC

Independence Square Holdings is a King of Prussia, PA wealth manager serving retail and institutional clients with financial planning, portfolio management, retirement plan consulting, and insurance protection. The firm advises 401(k)/403(b)/defined benefit plans and can act as an investment co-fiduciary. Investment approach emphasizes active asset allocation using ETFs and mutual funds; custodian relationships include LPL Financial.

Team overview

49 AVG AGE
$49.6M AVG AUM / ADVISOR
$679.5K AVG AUM / CLIENT
4.9 yrs AVG TENURE
37 Employees
37 Advisory Reps
30 RIA Reps
7yrs Firm Age

Insights

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Accredited Investors

Foundation insight

Asset Classes

Eagle focus Alpha radial Ember signal Momentum Vector Focus Atlas Signal

Client Personas

Wave vector

Custodian

Ember focus Pathway Foundation Frontier vital Insight vertex

Investment Themes

Horizon Crest beacon Atlas optima Fusion signal

Investment Vehicles

Pioneer pioneer Foundation vertex Foundation

Platform

Matrix

Services

Optima fusion Zenith Fusion legacy Summit radial Summit Vital Beacon atlas Radial

Technology

Insight Radial Optima beacon

Owner & Executives

J

JOSEPH BLACK ELLIOTT

Advisor, Chief Executive Officer, Managing Member

CRD
#2498039
Ownership
75% or more
(933) 375-7705
value.ridge@primecapital.com
in linkedin.com/in/north-ember
Kaleb Matthew Burns

Kaleb Matthew Burns

Chief Compliance Officer, Financial Advisor, General Partner

CRD
#5791663
Ownership
Less than 5%
(413) 552-6014
oak.vital@pioneercapital.com
in linkedin.com/in/optima-beacon
P

Prime signal

Optima oak

CRD
#72393
Ownership
15.6%
(406) 678-9201
oak.unison@foundationcapital.com
in linkedin.com/in/wave-fusion

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Contacts

DANIEL MARTIN AGOGLIA

DANIEL MARTIN AGOGLIA

Wealth Advisor

CRD
#2840166
(760) 201-3277
timber.focus@glaciercapital.com
in linkedin.com/in/alpha-ember
B

BENJAMIN MORRIS AUSLANDER

Financial Advisor, General Partner

CRD
#2526356
(535) 563-9895
unison.north@wavecapital.com
in linkedin.com/in/catalyst-catalyst
R

Radial foundation

Value capital bridge

CRD
#80938
(712) 971-7953
peak.oak@legacycapital.com
in linkedin.com/in/atlas-focus

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
07-14-2022
10-06-2023
03-29-2024
03-31-2025
03-06-2026
Category Assets AVG. Account size
Discretionary $1,833,229,303 $692,569
Non-Discretionary $749,522 $749,522
Total $1,833,978,825 $692,590

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Separately Managed Accounts

Total SMA Asset: $1,833,978,825

$1.8B Total SMA
Public Funds:
6.1%
Equity - Exchange:
9.6%
Cash:
13.5%
Other:
6.9%
Corporate - Investment Grade:
21.7%
Municipal Bonds:
4.8%
Private Funds:
14.3%
U.S. Government/Agency:
23.1%
Asset class Assets Assets %
Public Funds $180,396,472 6.1%
Equity - Exchange $283,902,644 9.6%
Cash $399,238,093 13.5%
Other $204,055,025 6.9%
Corporate - Investment Grade $641,738,268 21.7%
Municipal Bonds $141,951,322 4.8%
Private Funds $422,896,647 14.3%
U.S. Government/Agency $683,140,736 23.1%
Total $2,957,319,207 100.0%

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