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| Happy Holidays!! thanks for using AUM13F!! |
| Toomey Investment Management Inc
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| CRD # | 127346 |
| SEC # | 801-112517 |
| CIK # | |
| AUM | $270.6 M (2025-02-11) |
| Employees | 3 (100% Investors, 100% Brokers) |
| Phone | 203-949-1710 |
| Address | 420 Center Street Wallingford, CT 06492 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,215 | 125.1 |
| (b) Individuals (high net worth individuals) | 76 | 136.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 6.7 |
| (h) Charitable organizations | 3 | 1.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,302 | 270.6 |
| By Discretionary | ||
| Discretionary | 1,300 | 265.7 |
| Non-Discretionary | 2 | 4.9 |
| Total | 1,302 | 270.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 270.6 | |
| Total | 1,302 | 270.6 |
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|---|---|---|
|
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FL | 0.3 |
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GS Investments Inc
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MN | 0.3 |
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Wealth Management CPAS LLC
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UT | 0.3 |
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Griffin Black LLC
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CA | 0.3 |
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6th Street Advisors LLC
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AL | 0.3 |
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One Wealth Capital Management LLC
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AZ | 0.3 |
|
Perritt Capital Management Inc
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IL | 0.3 |
|
Albanyadvisor Group LLC
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NY | 0.3 |
|
Monere Wealth Management Inc
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|
IL | 0.3 |
|
OFG Financial Services Inc
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|
KS | 0.3 |