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Building 2INDEPENDENT INVESTORS INC

Map pinNESCONSET, NY
Phone631-979-2142
NotebookSEC #801-19338
Total AUM
$571.9M
Employees
6
Clients
100

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
181 SMITHTOWN BLVD
NESCONSET
NY 11767
United States
Operating Hours
9:00-5:00
Monday - Friday
Phone
631-979-2142

ReceiptFinancials

Total AUM
$571.9M
Accounts
149
Discretionary
$529.9M
Accounts
141
Non-Discretionary
$42M
Accounts
8

ContactClients

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Individual Clients
54
AUM
$16.1M
HNW Individual Clients
42
AUM
$277.4M
Charitable Organization Clients
4
AUM
$278.4M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NHNY

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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