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TOOMEY INVESTMENT MANAGEMENT, INC

WALLINGFORD, CT · CRD 127346 · IAPD ↗ · toomeyinvest.com · 203-949-1710

$321.0MRegulatory AUM
3Advisory reps
3Employees
0Clients
251-500Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
February 2024 — TOOMEY INVESTMENT MANAGEMENT, INC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.