Toomey Investment Management, INC

Assets Under Management

$270.6M

Number of Clients

1,302

Number of Advisors

3

Average Client AUM

$208K

AUM per Advisor

$90.2M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Toomey Investment Management, Inc. (TIMI) is an SEC registered investment adviser offering model portfolio management using diverse and tactical asset allocation. They also provide pension consulting services and financial planning, which includes a comprehensive evaluation of a client’s current and future financial state.

Fee Structure

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning
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Location

420 Center Street, 1st Floor, Wallingford, CT, 06492

3 Advisors at this firm

Toomey Investment Management, Inc | TrueAdvisor