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Building 2TOOMEY INVESTMENT MANAGEMENT, INC

Map pinWALLINGFORD, CT
Phone203-949-1710
NotebookSEC #801-112517
Total AUM
$321M
Employees
3
Clients
1,307

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
420 CENTER STREET
1ST FLOOR
WALLINGFORD
CT 06492
United States
Operating Hours
9:00AM - 4:30PM
Monday - Friday
Phone
203-949-1710

ReceiptFinancials

Total AUM
$321M
Accounts
871
Discretionary
$315.1M
Accounts
869
Non-Discretionary
$6M
Accounts
2

ContactClients

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Individual Clients
1,215
AUM
$169.8M
HNW Individual Clients
76
AUM
$139.4M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
6
AUM
$8.8M
Charitable Organization Clients
3
AUM
$1.4M
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
2
AUM
$1.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLLAMANCNHSCTX

HandshakeAffiliates

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

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