|
⚲
|
| Independent Investors Inc
✚
| |
|---|---|
| CRD # | 105677 |
| SEC # | 801-19338 |
| CIK # | 0001121908 |
| AUM | $476.4 MM (2024-03-29) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 631-979-2142 |
| Address | 181 Smithtown Blvd Nesconset, NY 11767 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 251.7 | |
| MSFT | 1,918,222.4 | 24.4 | |
| JPM | 340,169.2 | 11.5 | |
| JNJ | 465,600.2 | 10.5 | |
| AMGN | 130,083.0 | 9.4 | |
| WAT | 19,843.9 | 9.2 | |
| HON | 119,775.0 | 9.0 | |
| PG | 338,108.9 | 9.0 | |
| ABBV | 269,466.6 | 7.8 | |
| XOM | 385,508.3 | 7.1 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 29 | 13.8 |
| (b) Individuals (high net worth individuals) | 50 | 228.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 233.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 1.4 |
| (n) Other | 0 | 0.0 |
| Total | 119 | 476.4 |
| By Discretionary | ||
| Discretionary | 106 | 429.5 |
| Non-Discretionary | 13 | 47.0 |
| Total | 119 | 476.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 476.4 | |
| Total | 119 | 476.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001121908] |
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|---|---|---|
|
Meritas Wealth Management LLC
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|
CA | 0.5 |
|
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Shikiar Asset Management Inc
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NY | 0.5 |
|
Old Peak Finance LLC
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NC | 0.5 |
|
Carsonallaria Wealth Management Ltd
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|
IL | 0.5 |
|
Carl Stuart Investment Advisor Inc
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TX | 0.5 |