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INDEPENDENT INVESTORS INC
CRD 105677 · SEC 801-19338
181 SMITHTOWN BLVD, NESCONSET, NY, 11767, United States
Phone
631-979-2142
Fax
631-979-2146
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$571.9M
Discretionary AUM
$529.9M
Team
6 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 54 | $16.1M |
| High net worth individuals | 42 | $277.4M |
| Charitable organizations | 4 | $278.4M |
States served
NY, NH, CT
Official SEC filing: View on IAPD