Independent Investors Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Independent Investors Inc
CRD #105677
SEC #801-19338
CIK #
AUM $262.1 MM (87% Disc, 100% US)
Employees6 (50% Investors, 0% Brokers)
Phone631-979-2142
Address181 Smithtown Blvd
Nesconset, NY 11767
Source [IAPD]
Total AUM ($MM)
2952361771185902000200620132020
Sector Holding Cap ($MM) Value ($MM)
AAPL843,560.060.5
JNJ369,000.011.4
BA226,000.010.8
WAT17,140.09.8
MSFT865,660.06.6
JPM341,670.06.3
AMGN114,590.06.2
HON111,690.06.2
PG249,110.06.1
DIS171,070.05.6
View All
Holdings by Sector ($)
0.30.20.20.10.10.02014201620182020
Comparable Firms State AUM ($BB)
Legacy Wealth Planning LLC
NV 0.3
Guerin Financial Services Ltd
CO 0.3
Asset Planning Inc
CA 0.3
Global Tradz Inc
OH 0.3
Family Financial Solutions Group LLC
CO 0.3
Meridian Wealth Management LLC
CO 0.3
TFG Advisers LLC
MI 0.3
Reilly Herbert Faulkner III
NY 0.3
Collaborative Wealth Management Inc
FL 0.3
Invex Advisors LLC
FL 0.3
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com