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Building 2TOOMEY INVESTMENT MANAGEMENT, INC

Map pinWALLINGFORD, CT
Phone203-949-1710
NotebookSEC #801-66540
Total AUM
$56.1M
Employees
3
Clients
0

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
$56.1M
Accounts
934
Discretionary
$47.5M
Accounts
850
Non-Discretionary
$8.5M
Accounts
84

ContactClients

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None reported

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
CTFL

HandshakeAffiliates

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

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