Toomey Investment Management, Inc
● SEC registered since 2018CRD 127346SEC# 801-112517Wallingford, CT
Reg. AUM
$321M
Employees
3
Accounts
871
Location
Wallingford, CT
Toomey Investment Management, Inc assets under management
Toomey Investment Management, Inc operates as an SEC-registered investment adviser based in Wallingford, CT. The firm has been registered since 2018. It reports $321 million in regulatory assets under management and employs 3 people.
Toomey Investment Management, Inc owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Austin Patrick Toomey | Vice-President | Under 5% | 2009 |
| Brendan Richard Toomey Control | Chief Compliance Officer | Over 75% | 2009 |
| Brendan Richard Toomey Control | President | Over 75% | 2009 |
Frequently asked questions
How much does Toomey Investment Management, Inc manage?
Toomey Investment Management, Inc reports $321 million in regulatory assets under management on its Form ADV.
How many employees does Toomey Investment Management, Inc have?
Toomey Investment Management, Inc reports 3 employees.
Where is Toomey Investment Management, Inc located?
Toomey Investment Management, Inc is based in Wallingford, CT and has been SEC-registered since 2018.
Does Toomey Investment Management, Inc disclose fund performance?
Toomey Investment Management, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 420 Center Street, 1st Floor, Wallingford, CT 06492 |
| Phone | 203-949-1710 |
| Fax | 203-265-6874 |
| Office hours | 9:00a.m. - 4:30p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$321M▲ 19%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$321Mregulatory AUM
Discretionary $315.1MNon-discretionary $6M