Overview
Assets Under Management: $271 million
Headquarters: WALLINGFORD, CT
High-Net-Worth Clients: 76
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 76
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.45
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,302
Discretionary Accounts: 1,300
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 127346
Last Filing Date: 2025-02-11 00:00:00
Website: https://toomeyinvest.com