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Building 2TINGEY FINANCIAL GROUP INC.

Map pin
Phone801-624-6850
NotebookSEC #801-136459
Total AUM
$257M
Employees
7
Clients
154

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
801-624-6850

ReceiptFinancials

Total AUM
$257M
Accounts
378
Discretionary
$257M
Accounts
378
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
67
AUM
$8.5M
HNW Individual Clients
83
AUM
$229.1M
Pension/Profit Sharing Plan Clients
1
AUM
$31K
Charitable Organization Clients
1
AUM
$4.6M
Insurance Company Clients
1
AUM
$3.3M
Corporation or Business Clients
1
AUM
$11.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPublications
Other Services
GENERAL BUSINESS CONSULTING
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
UT

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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