TOOMEY INVESTMENT MANAGEMENT, INC
CRD #127346 SEC #801-112517 WALLINGFORD, CT 203-949-1710
SEC Registered
Total AUM
$270.6M
Discretionary
$265.7M
Employees
3
Clients
251
Accounts
1,302
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $270.6M | $265.7M | $4.9M | 3 | 0 |
| Jan 2024 | $220.8M | $216.7M | $4.1M | 3 | 0 |
| Feb 2023 | $183.4M | $179.8M | $3.5M | 3 | 0 |
| Feb 2022 | $201.6M | $197.6M | $4M | 3 | 0 |
| Feb 2021 | $160.9M | $158.4M | $2.5M | 3 | 0 |
| Jun 2020 | $124.9M | $122.8M | $2.1M | 3 | 0 |
| Feb 2020 | $124.9M | $122.8M | $2.1M | 3 | 0 |
| Oct 2019 | $94.2M | $92.5M | $1.7M | 2 | 0 |
| Aug 2019 | $94.2M | $92.5M | $1.7M | 2 | 0 |
| May 2019 | $94.2M | $92.5M | $1.7M | 2 | 0 |
| Feb 2019 | $94.2M | $92.5M | $1.7M | 2 | 0 |
| Jan 2019 | $94.2M | $92.5M | $1.7M | 2 | 0 |
| Apr 2018 | $100.6M | $98.9M | $1.7M | 2 | 0 |
| Jan 2018 | $100.6M | $98.9M | $1.7M | 2 | 0 |
| Jul 2012 | $56.1M | $47.5M | $8.5M | 1 | 500 |
| Jun 2012 | $56.1M | $47.5M | $8.5M | 1 | 500 |
| May 2012 | $56.1M | $47.5M | $8.5M | 1 | 500 |
| Mar 2012 | $56.1M | $47.5M | $8.5M | 1 | 500 |
| Mar 2011 | $52.2M | $47M | $5.2M | 5 | -- |
| Apr 2010 | $51M | $41M | $10M | 5 | -- |
| Sep 2007 | $42M | $42M | $30K | 5 | -- |
| Jan 2007 | $42M | $42M | $30K | 5 | -- |
| Mar 2006 | $35M | $35M | $0 | 5 | -- |
DateFeb 2025
Total AUM$270.6M
Discretionary$265.7M
Non-Disc.$4.9M
Employees3
Clients0
DateJan 2024
Total AUM$220.8M
Discretionary$216.7M
Non-Disc.$4.1M
Employees3
Clients0
DateFeb 2023
Total AUM$183.4M
Discretionary$179.8M
Non-Disc.$3.5M
Employees3
Clients0
DateFeb 2022
Total AUM$201.6M
Discretionary$197.6M
Non-Disc.$4M
Employees3
Clients0
DateFeb 2021
Total AUM$160.9M
Discretionary$158.4M
Non-Disc.$2.5M
Employees3
Clients0
DateJun 2020
Total AUM$124.9M
Discretionary$122.8M
Non-Disc.$2.1M
Employees3
Clients0
DateFeb 2020
Total AUM$124.9M
Discretionary$122.8M
Non-Disc.$2.1M
Employees3
Clients0
DateOct 2019
Total AUM$94.2M
Discretionary$92.5M
Non-Disc.$1.7M
Employees2
Clients0
DateAug 2019
Total AUM$94.2M
Discretionary$92.5M
Non-Disc.$1.7M
Employees2
Clients0
DateMay 2019
Total AUM$94.2M
Discretionary$92.5M
Non-Disc.$1.7M
Employees2
Clients0
DateFeb 2019
Total AUM$94.2M
Discretionary$92.5M
Non-Disc.$1.7M
Employees2
Clients0
DateJan 2019
Total AUM$94.2M
Discretionary$92.5M
Non-Disc.$1.7M
Employees2
Clients0
DateApr 2018
Total AUM$100.6M
Discretionary$98.9M
Non-Disc.$1.7M
Employees2
Clients0
DateJan 2018
Total AUM$100.6M
Discretionary$98.9M
Non-Disc.$1.7M
Employees2
Clients0
DateJul 2012
Total AUM$56.1M
Discretionary$47.5M
Non-Disc.$8.5M
Employees1
Clients500
DateJun 2012
Total AUM$56.1M
Discretionary$47.5M
Non-Disc.$8.5M
Employees1
Clients500
DateMay 2012
Total AUM$56.1M
Discretionary$47.5M
Non-Disc.$8.5M
Employees1
Clients500
DateMar 2012
Total AUM$56.1M
Discretionary$47.5M
Non-Disc.$8.5M
Employees1
Clients500
DateMar 2011
Total AUM$52.2M
Discretionary$47M
Non-Disc.$5.2M
Employees5
Clients--
DateApr 2010
Total AUM$51M
Discretionary$41M
Non-Disc.$10M
Employees5
Clients--
DateSep 2007
Total AUM$42M
Discretionary$42M
Non-Disc.$30K
Employees5
Clients--
DateJan 2007
Total AUM$42M
Discretionary$42M
Non-Disc.$30K
Employees5
Clients--
DateMar 2006
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees5
Clients--