Independent Investors Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$293,500,908
Clients
96
Advisors
2
of 6 employees
About
Independent Investors, Inc. provides portfolio management services primarily on a discretionary basis to individuals, high-net-worth individuals, trusts, charitable foundations and corporations. The firm is managed by two portfolio managers and, per its brochure, oversees roughly $600.6 million in client assets, most of which is discretionary.
The firm emphasizes fundamental analysis supplemented by outside research sources and technical analysis, and seeks to construct diversified portfolios tailored to client preferences for asset type, sector allocation and specific company restrictions. Independent Investors takes a long-term view as its primary strategy while allowing for opportunistic short-term trading and, for appropriate clients, may consider private placements only with client approval.
What distinguishes the firm from many peers is its large asset base relative to the number of portfolio managers, producing an unusually high AUM-per-advisor profile. The brochure also notes the firm’s family ownership and internal succession planning and discloses that senior officers sometimes serve in fiduciary roles (trustee, executor, power of attorney) for clients, resulting in annual independent surprise examinations for accounts where the firm is deemed to have custody; the brochure does not describe a separate financial planning offering.
Client services
Expertise
Fee options
1% of assets under management, billed quarterly in arrears
Account minimum: $1,000,000 Minimum fee: Minimum annual advisory fee of $10,000, waivable/negotiable
Main office
181 Smithtown Blvd
Nesconset NY 11767
Advisors at this office
2
Most active in
Connecticut · New Hampshire · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Kevin M
Nesconset, NY
Independent Investors Inc
Kevin Moloney is a financial advisor at Independent Investors Inc with 22 years at the firm and 5 years of industry experience. He works in the Nesconset, NY office as part of a two-advisor team. Independent Investors Inc provides discretionary portfolio management services to individuals, high-net-worth individuals, trusts, charitable foundations, and corporations. The firm utilizes fundamental analysis combined with outside research and technical analysis to build diversified portfolios tailored to client preferences, employing a long-term investment approach alongside opportunistic short-term trading.
Margaret M
Nesconset, NY
Independent Investors Inc
Margaret Moloney is a financial advisor at Independent Investors Inc with five years of industry experience. She works alongside one other advisor at the firm. Independent Investors Inc provides portfolio management services primarily on a discretionary basis to individuals, high-net-worth individuals, trusts, charitable foundations, and corporations, managing approximately $600.6 million in client assets. The firm employs fundamental analysis supplemented by outside research and technical analysis, focusing on long-term investment strategies while allowing for opportunistic short-term trading and private placements with client approval.
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