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| Keyboard |
| Toomey Investment Management Inc
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|---|---|
| CRD # | 127346 |
| SEC # | 801-112517 |
| CIK # | |
| AUM | 321.0 M (2026-01-27) |
| Employees | 3 (100% Investors, 100% Brokers) |
| Phone | 203-949-1710 |
| Address | 420 Center Street Wallingford, CT 06492 |
| Source | [IAPD] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,215 | 169.8 |
| (b) Individuals (high net worth individuals) | 76 | 139.4 |
| (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 | 8.8 |
| (h) Charitable organizations | 3 | 1.4 |
| (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 | 1.6 |
| (n) Other | 0 | 0.0 |
| Total | 871 | 321.0 |
| By Discretionary | ||
| Discretionary | 869 | 315.1 |
| Non-Discretionary | 2 | 6.0 |
| Total | 871 | 321.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 321.0 | |
| Total | 871 | 321.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
BB Graham & Company Inc
✚
|
CA | 321.7 M |
|
HF Advisory Group LLC
✚
|
MD | 321.5 M |
|
Asset Preservation Group Inc
✚
|
TX | 321.2 M |
|
Advisors Financial Inc
✚
|
VA | 321.2 M |
|
Strategic Financial Partners Ltd
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|
321.1 M | |
|
Meadowbrook Advisors Group LLC
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|
321.0 M | |
|
HW Capital LLC
✚
|
CA | 321.0 M |
|
Sentinel Advisory Group LLC
✚
|
WI | 320.8 M |
|
Elevate Wealth Management LLC
✚
|
WY | 320.3 M |
|
Alhambra Investment Management LLC
✚
|
FL | 320.2 M |