Erik
Lindholm
Independence Square Holdings, LLC
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About this Advisor
Erik Lindholm is a financial advisor based in King Of Prussia, Pennsylvania, working with Independence Square Holdings, LLC. Erik has previously held positions at Ameriprise Financial Services, Lpl Financial, LLC, Private Advisor Group, LLC, and Independence Square Holdings, LLC. Erik has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Erik is part of Independence Square Holdings, LLC, which operates out of King Of Prussia, Pennsylvania. The firm has 7 offices and 40 employees. The firm manages assets totaling $1.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and other services. The fee structure at Independence Square Holdings, LLC includes asset-based, hourly, fixed, commission-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Independence Square Holdings, LLC Brokerage Details
$1,146,643,141
40
3,402
$337,050
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Erik Lindholm Work History
Independence Square Holdings, LLC
Lpl Financial, LLC
Private Advisor Group, LLC
Ameriprise Financial Services
Disclosures
Please visit the SEC profile of Erik Lindholm to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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King Of Prussia, PA
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