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TOOMEY INVESTMENT MANAGEMENT, INC
CRD 127346 · SEC 801-112517
420 CENTER STREET, 1ST FLOOR, WALLINGFORD, CT, 06492, United States
Phone
203-949-1710
Fax
203-265-6874
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$321.0M
Discretionary AUM
$315.1M
Team
3 total employees; 3 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-01-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1215 | $169.8M |
| High net worth individuals | 76 | $139.4M |
| Pension/profit sharing plans | 6 | $8.8M |
| Charitable organizations | 3 | $1.4M |
| Corporations/business entities | 2 | $1.6M |
States served
LA, MA, NC, SC, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD