INDEPENDENT INVESTORS INC
Firm details
- Headquarters
- NESCONSET, New York
- CRD number
- 105677
- Registered since
- June 30, 1983
- Custodians
- PERSHING LLC, THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM
- Client types
- Charitable Organizations48.68%
- HNWI48.51%
- Individuals2.81%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Independent Investors Inc is a small, equity-focused registered adviser that manages separately managed accounts for high-net-worth individuals, families and a limited number of institutional clients. The firm, which has been SEC-registered since 1983 and is owner-operated, bills clients on a percentage-of-assets basis and emphasizes active portfolio management for individuals and small businesses. Investment activity centers on listed equities — primarily exchange-traded names — with portfolio construction that leans toward concentrated, high-conviction positions rather than broad beta exposure. The firm does not position itself as an ESG investor and maintains a single-state adviser profile.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities93%
- Cash & Cash Equivalents3%
- US Government Bonds2%
- Investment Grade Corp Bonds1%
- Public Funds/Mutual Funds1%
Owners & executives
2 of 2MICHAEL ANDERSEN
Chief Compliance Officer and General CounselCRD 2040794
Patricia Stewart
Chief Financial OfficerCRD 6776296
Contacts
3 of 4MARGARET MOLONEY
PresidentCRD 4348176
KEVIN MOLONEY
Vice PresidentCRD 6396649
DENISE MOLONEY
SecretaryCRD 6396647
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 8Active vs passive
$4.9M in ETFs
72%
$3.5M
28%
$1.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $1.4M | 2,106 | 28.05% |
Location
NESCONSET, NY
SUFFOLK
Location
NESCONSET, NY
Headquartered in NESCONSET, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- SUFFOLK
- Address
- 181 Smithtown Blvd
- Time zone
- ET (UTC-5)
- Office locations
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