Independent Investors Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Nesconset, NY. Its latest Form ADV filing, dated March 27, 2026, reports $572M in regulatory assets under management, 6 employees, and 149 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 54.0% of total clients.
Top client categories% of clientsClients
1
Individuals
54.0%
54
2
HNWI
42.0%
42
3
Charitable
4.0%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$572Mas of March 27, 2026
Discretionary92.7%
$530M
93% of total RAUM92.7%
Non-discretionary7.3%
$42M
7% of total RAUM7.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$572M
Total Accounts149
10Y AUM Change+$327M (+133.5%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee17:1
10Y Employee Change0 (0.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.