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Home > Retirement Planners > connecticut > wallingford > TOOMEY INVESTMENT MANAGEMENT, INC
TOOMEY INVESTMENT MANAGEMENT, INC
420 Center Street
1st Floor
Wallingford, Connecticut 06492
Tel: 203-949-1710
About TOOMEY INVESTMENT MANAGEMENT, INC
TOOMEY INVESTMENT MANAGEMENT, INC, formally registered with the SEC as TOOMEY INVESTMENT MANAGEMENT, INC. The firm was established in 02/23/2018. They have over 1 offices throughout the country.
TOOMEY INVESTMENT MANAGEMENT, INC is a Wallingford, Connecticut based Financial Planning firm with nearly $270,635,074 assets under management, offering retirement planning & investment advisory services to 1302 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 127346 |
| SEC# | 801-112517 |
| Assets Managed by Firm | $270,635,074 |
| No. of Clients | 1302 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1302 | $270,635,074 |
| Individuals (other than high net worth individuals) | 1215 | $125,107,614 |
| High net worth individuals | 76 | $136,539,445 |
| Pension and profit sharing plans | 6 | $6,713,209 |
| Charitable organizations | 3 | $1,279,415 |
| Corporations or other businesses | 2 | $995,391 |
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