Erik
Lindholm

Independence Square Holdings, LLC

CRD#2624238
Investment Advisor
in King Of Prussia, PA

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About this Advisor

Erik Lindholm is a financial advisor operating out of King Of Prussia, Pennsylvania with 3 years of relevant experience. Lindholm is currently employed by Independence Square Holdings, LLC. During their career, the advisor has held roles at Ameriprise Financial Services, Private Advisor Group, LLC, Independence Square Holdings, LLC and Lpl Financial, LLC. Lindholm has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Pennsylvania. Independence Square Holdings, LLC is a financial advisory company based out of King Of Prussia, PA. The firm has offices in six locations and a total of 41 employees. It administers $926 million in total assets between its 2,025 client accounts, making it one of the bigger investment advisory firms in the United States by assets under management. The firm advises six charities and foundations. Of its 2,025 accounts, 41% are associated with high-net-worth individuals who have at least $1 million in investable assets. Independence Square Holdings, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors vary depending on which services are provided. However, fee types charged by Independence Square Holdings, LLC likely include some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

150 South Warner Road Suite 300
King Of Prussia, PA 19406

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Independence Square Holdings, LLC Brokerage Details

Total Assets Under Management

$926,375,464

PA Average: $15,833,994,310
Total Number of Employees

41

PA Average: 41
Total Number of Accounts

2,025

PA Average: 3,342
Average Account Size

$457,469

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Erik Lindholm Work History

Erik has been registered as a financial advisor for 3 years.*

2019 - Present (5 years)

Independence Square Holdings, LLC

2016 - Present (8 years)

Lpl Financial, LLC

2016 - 2020 (4 years)

Private Advisor Group, LLC

2009 - 2016 (7 years)

Ameriprise Financial Services

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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.

Financial Advisors at Independence Square Holdings, LLC

Monica Pedano
King Of Prussia, PA
Kaleb Burns
King Of Prussia, PA
Michael Slattery
King Of Prussia, PA
Mark Mcmahon
King Of Prussia, PA
Zachary Mineur
King Of Prussia, PA
Brian Platt
King Of Prussia, PA
John Grimley
King Of Prussia, PA
Daniel Agoglia
King Of Prussia, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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