Overview
Assets Under Management: $271 million
Headquarters: WALLINGFORD, CT
High-Net-Worth Clients: 76
Average Client Assets: $2 million
Frequently Asked Questions
TOOMEY INVESTMENT MANAGEMENT, INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #127346), TOOMEY INVESTMENT MANAGEMENT, INC is subject to fiduciary duty under federal law.
TOOMEY INVESTMENT MANAGEMENT, INC is headquartered in WALLINGFORD, CT.
TOOMEY INVESTMENT MANAGEMENT, INC serves 76 high-net-worth clients according to their SEC filing dated February 11, 2025. View client details ↓
According to their SEC Form ADV, TOOMEY INVESTMENT MANAGEMENT, INC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
TOOMEY INVESTMENT MANAGEMENT, INC manages $271 million in client assets according to their SEC filing dated February 11, 2025.
According to their SEC Form ADV, TOOMEY INVESTMENT MANAGEMENT, INC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
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