PPrivate Fund Data Log in Join · $37/mo

Independent Investors Inc

● SEC registered since 1983CRD 105677SEC# 801-19338Nesconset, NY
Export (members)
Reg. AUM
$541.2M
Employees
6
Accounts
148
Location
Nesconset, NY

Independent Investors Inc assets under management

Independent Investors Inc is an investment advisory firm registered with the SEC based in Nesconset, NY. The firm has been registered since 1983. It reports $541.2 million in regulatory assets under management and employs 6 people.

Independent Investors Inc owners & executives

10 reported
NameTitleOwnershipSince
Denise Elizabeth Moloney ControlSecretaryUnder 5%2014
Elizabeth Moloney 2020 Gst Trust ControlShareholder25-50%2025
Elizabeth Moloney Revocable Trust ControlShareholder50-75%2025
See all 10 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Independent Investors Inc manage?

Independent Investors Inc reports $541.2 million in regulatory assets under management on its Form ADV.

How many employees does Independent Investors Inc have?

Independent Investors Inc reports 6 employees.

Where is Independent Investors Inc located?

Independent Investors Inc is based in Nesconset, NY and has been SEC-registered since 1983.

Does Independent Investors Inc disclose fund performance?

Independent Investors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address181 Smithtown Blvd, Nesconset, NY 11767
Phone631-979-2142
Fax631-979-2146
Office hours9:00-5:00
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$500.7M
Non-discretionary$40.4M
Total (RAUM)$541.2M