Toomey Investment Management, Inc
Toomey Investment Management, Inc is an SEC-registered mass-market adviser in Wallingford, CT with $321.0M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Toomey Investment Management, Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 127346, SEC 801-112517, data through 2026-01-27.
- AUM (assets under management / regulatory AUM)
- $321.0M (2026-01-27)
- Firm type
- Mass-Market Adviser
- Location
- Wallingford, CT
- Employees
- 3
- Clients
- 1,302
- CRD
- 127346
- Ownership
- TOOMEY, BRENDAN, RICHARD; TOOMEY, AUSTIN, PATRICK
How much AUM does Toomey Investment Management, Inc have?
Toomey Investment Management, Inc reported $321.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-27).
Who owns Toomey Investment Management, Inc?
Disclosed owners and executives of Toomey Investment Management, Inc include TOOMEY, BRENDAN, RICHARD, TOOMEY, AUSTIN, PATRICK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.