O'TOOLE INSURANCE & SECURITIES

Overview

O'Toole Insurance & Securities is structured as a sole proprietorship and is individually owned. The firm is registered with the SEC with a registration year listed as 1970. Publicly reported classification for the adviser is unclassified. The firm does not identify itself as an active ESG investor, does not act as a capital allocator, and is not flagged as a multi-state or newly formed adviser. It also is not reported to provide pension consulting or to be a related adviser to another registered entity. The source data does not list the firm's advisory services, client segments, fee schedule, or specific business activities.

Assets & Accounts

Location & Offices