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TINGEY ADVISORS INC
CANNON TINGEY INVESTMENT ADVISORS INC
CRD 107539 · SEC 801-88169
2101 EAST MURRAY-HOLLADAY ROAD, SUITE 200, SALT LAKE CITY, UT, 84117, United States
Phone
801-352-8166
Fax
801-352-8168
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$477.7M
Discretionary AUM
$450.5M
Team
6 total employees; 4 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminarsBUSINESS MANAGEMENT CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 231 | $56.8M |
| High net worth individuals | 107 | $335.4M |
| Pension/profit sharing plans | 36 | $43.8M |
| Charitable organizations | 5 | $3.6M |
| Insurance companies | 1 | $1.7M |
| Corporations/business entities | 15 | $36.4M |
States served
TN, UT, WA
All web addresses on file
Official SEC filing: View on IAPD