I
$571.9M Total AUM
$529.9M Disc. AUM
13.2% 3Y CAGR
6 Employees
100 ADV. Clients
43 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- BNY Mellon ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-30-1983
- Office Locations
- 1
Office Locations
181 Smithtown Blvd Nesconset NY
About Independent Investors INC
Independent Investors INC is a Nesconset-based RIA. The firm has been operating for 43 years. Managing $571.9M in total assets under management, with 2 advisory representatives. They custody assets with BNY Mellon and Pershing.
Team overview
-- AVG AGE
$286.0M AVG AUM / ADVISOR
$5.7M AVG AUM / CLIENT
7.4 yrs AVG TENURE
6 Employees
2 Advisory Reps
2 RIA Reps
43yrs Firm Age
Insights
Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MICHAEL JOHN ANDERSEN
Chief Compliance Officer, General Counsel, Owner
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
D
DENISE ELIZABETH MOLONEY
Investment Advisor, Secretary
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $529,912,438 | $3,758,244 |
| Non-Discretionary | $41,995,405 | $5,249,426 |
| Total | $571,907,843 | $3,838,308 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Public Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
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