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INDEPENDENT INVESTORS INC
CRD 105677File 801-19338
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$571.9M
Above cohort median (national)
Discretionary AUM
$529.9M
Non-discretionary $42.0M
Clients
100
149 accounts
Employees
6
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jun 30, 1983
- Principal office
- 181 SMITHTOWN BLVD, NESCONSET, NY, 11767
- Phone
- 631-979-2142
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $571.9M
- Discretionary AUM
- $529.9M
- Non-discretionary AUM
- $42.0M
- Discretionary accounts
- 141
- Non-discretionary accounts
- 8
- Total accounts
- 149
- AUM per client
- $5.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 4 | $278.4M |
| High net worth individuals | 42 | $277.4M |
| Individuals (other than high net worth individuals) | 54 | $16.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.