CRD: 127346
Toomey Investment Management, INC
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-27-2012
- Office Locations
- 1
Office Locations
About Toomey Investment Management, INC
Toomey Investment Management is a Wallingford, CT multi-generational advisory firm providing financial planning and ongoing investment management for individuals and families, including retirees and business owners. The team emphasizes risk-reduction, cost-effective diversification and tax-aware portfolio oversight, often using ETFs and mutual funds, with continuity from the same advisor through life events.
Team overview
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Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BRENDAN RICHARD TOOMEY SR
President
- CRD
- #2195420
- Ownership
- 75% or more
AUSTIN PATRICK TOOMEY
Private Wealth Advisor, Vice President
- CRD
- #5982808
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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DANIEL Paul PERREAULT
Financial Advisor
- CRD
- #6523633
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $315,061,588 | $362,556 |
| Non-Discretionary | $5,962,837 | $2,981,419 |
| Total | $321,024,425 | $368,570 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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