Independence Square Advisors
Financial Services • 
King of Prussia, Pennsylvania, United States • 21-50 Employees
Company overview
| Headquarters | 150 South Warner Rd, Ste. 300, King of Prussia, PA 19406, US |
| Phone number | +16105201500 |
| Website | |
| NAICS | 52 |
| Keywords | Comprehensive Financial Planning, 401(K) And Retirement Plan Consulting, Private Wealth Management And Investment Advisory |
| Employees | 21-50 |
| Socials |
Key Contacts at Independence Square Advisors
Joe Elliott
Managing Partner/Founder
Cassie Milanek
Director Of Client Relations
Laura Brown
Director Of Client Services
Dana Wiemer
Art Director
Independence Square Advisors Email Formats
Independence Square Advisors uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 45.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 45.6% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 22.3% |
{first name}@company.com | john@company.com | 15.1% |
{first name}{last name}@company.com | johndoe@company.com | 9.8% |
{first name}_{last name}@company.com | john_doe@company.com | 7.2% |
About Independence Square Advisors
Independence Square Advisors is an independent wealth management consulting firm with a simple mission; to support yours. We work with individual investors, business owners, and financial advisors across the country so that they can spend less time working and instead focus on doing what they love. Our community of professionals seeks to add value to your life and business through private wealth management, retirement plan consulting, and thoughtful insurance protection. Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a registered investment advisor, member SIPC SIPC.org. Other advisory services offered through Independence Square Holdings, LLC a registered investment advisor. Independence Square is a separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Independence Square Advisors revenue & valuation
| Annual revenue | $3,422,200 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $11,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Independence Square Advisors has 33 employees across 7 departments.
Departments
Number of employees
Funding Data
Independence Square Advisors has never raised funding before.
Independence Square Advisors Tech Stack
Discover the technologies and tools that power Independence Square Advisors's digital infrastructure, from frameworks to analytics platforms.
Performance
JavaScript libraries
Security
Cookie compliance
JavaScript libraries
Form builders
JavaScript libraries
Maps
UI frameworks
JavaScript libraries
JavaScript libraries
Miscellaneous
United Arab Emirates
United Kingdom
Israel
Canada
Bahrain
Frequently asked questions
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