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Toomey, Brendan Richard, Sr. (Wallingford)


Toomey, Brendan Richard, Sr. is a large advisory firm based in Wallingford. It manages $51 million of regulatory assets for 840 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Connecticut.




Toomey, Brendan Richard, Sr provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Toomey, Brendan Richard, Sr: assets under management

The assets under management (AUM) of Toomey, Brendan Richard, Sr. is $51 million. The firm's AUM has grown by 21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $41 million in discretionary accounts and $10 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $52.9 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $153.85 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Toomey, Brendan Richard, Sr. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Wallingford

The principal office where Toomey, Brendan Richard, Sr. performs its advisory services is located at 420 Center Street, Wallingford, CT 06492, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-949-1710 or by fax 203-265-6874. The normal business hours are 9:00am - 4:30pm on Monday - Friday.


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