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Matthew Ryan Reese

Independence Square Holdings, LLC

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About Matthew Ryan Reese

Matthew Reese is a financial advisor with Independence Square Holdings, LLC. Matthew is registered with the state of California and has experience in the financial services industry. Matthew's specializations include financial planning, portfolio management for individuals, and pension consulting. Matthew also provides cash management and mortgage services.

Firm Information

Matthew Reese is currently registered with Independence Square Holdings, LLC. Independence Square Holdings, LLC is a registered investment advisor headquartered in King of Prussia, PA. The firm manages approximately $1 billion to $10 billion in assets for a variety of clients, including high-net-worth individuals, corporations, and pension plans. They offer a range of services, including financial planning, portfolio management, and cash management services.
Independence Square Holdings, LLC

150 SOUTH WARNER ROAD

KING OF PRUSSIA, PA 19406

$1.15B

Assets Under Management

50

Total Clients

27

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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cash management & mortgage services

Cash management & mortgage services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Referral fees

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Matthew Reese’s Registration & Firm History

PA

10/30/2023 - Present

Independence Square Holdings, LLC (KING OF PRUSSIA PA)

CA

08/29/2011 - 01/09/2012

LPL FINANCIAL LLC (SAN DIEGO CA)

NY

10/08/2008 - 10/21/2009

KERN, SUSLOW SECURITIES, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/07/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Ryan Reese.
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