CRD: 300139
Independence Square Holdings, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-07-2019
- Office Locations
- 11
Office Locations
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.
Reported data analysis
What the numbers show
Between March 31, 2025 and March 6, 2026, reported AUM increased 23.3%, from $1.5B to $1.8B.
Across 5 reported observations, AUM increased 85.1% between July 14, 2022 and March 6, 2026, from $991.0M to $1.8B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 37 advisory representatives and 2,699 clients, or 72.9 clients per representative. That equates to $679.5K in reported AUM per client.
The profile lists 11 reported office locations and 7 years in operation. The source data was last updated on March 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Independence Square Holdings, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Independence Square Holdings, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOSEPH BLACK ELLIOTT
Advisor, Chief Executive Officer, Managing Member
- CRD
- #2498039
- Ownership
- 75% or more
Kaleb Matthew Burns
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #5791663
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
Unlock allContacts
DANIEL MARTIN AGOGLIA
Wealth Advisor
- CRD
- #2840166
BENJAMIN MORRIS AUSLANDER
Financial Advisor, General Partner
- CRD
- #2526356
Showing 2 of 40 contacts
Unlock allAssets Under Management
| 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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Independence Square Holdings, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.