Toomey Investment Management, Inc.
Toomey Investment Management, Inc. (CRD# 127346) is a financial advisory firm headquartered in Wallingford, CT. They manage $220,836,097 in 1,247 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management221MILLION
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Total Number of Accounts1,247ACCOUNTS
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Average Account Value$177,094
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CT, FL, LA, MA, NC, NH, SC, TX
Daniel Perreault (CRD# 6523633) is an Investment Advisor Representative working at Toomey Investment Management, Inc. in Wallingford, CT and has over 5 years of experience in the finance industry.
Austin Toomey (CRD# 5982808) is an Investment Advisor Representative working at Toomey Investment Management, Inc. in Wallingford, CT and has over 12 years of experience in the finance industry.
Brendan Toomey (CRD# 2195420) is an Investment Advisor Representative working at Toomey Investment Management, Inc. in Wallingford, CT and has over 30 years of experience in the finance industry. Brendan Toomey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.