Managing Member · Independence Square Holdings, LLC
Joseph B. Elliott
CRD 2498039 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Independence Square Holdings, LLC, an SEC-registered wealth manager based in King of Prussia, PA with $1.8 billion in regulatory assets, lists Joseph B. Elliott on its Form ADV as Managing Member, a control person. The SEC filings also name Joseph at 1 other registered adviser.
Firms and roles
- Independence Square Holdings, LLCManaging MemberWealth manager · King of Prussia, PA · $1.8B in regulatory assets
- ISQ CapitalChief Executive OfficerAsset manager · King of Prussia, PA · $0M in regulatory assets
AtlasMembers
Joseph’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Zachary S. MineurChief Investment Officer, Independence Square Holdings, LLC
- Kaleb M. BurnsChief Compliance Officer, Independence Square Holdings, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joseph’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.