Sign in
Create a free account
TINGEY ADVISORS INC
SALT LAKE CITY, UT
801-352-8166
SEC #801-88169Total AUM
$477.7M
Employees
6Clients
395Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2101 EAST MURRAY-HOLLADAY ROAD
SUITE 200
SALT LAKE CITY
UT 84117
United States
SUITE 200
SALT LAKE CITY
UT 84117
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
801-352-8166
Financials
Total AUM
$477.7M
Accounts
395Discretionary
$450.5M
Accounts
390Non-Discretionary
$27.3M
Accounts
5
Clients
Individual Clients
231AUM
$56.8M
HNW Individual Clients
107AUM
$335.4M
Pension/Profit Sharing Plan Clients
36AUM
$43.8M
Charitable Organization Clients
5AUM
$3.6M
Insurance Company Clients
1AUM
$1.7M
Corporation or Business Clients
15AUM
$36.4M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
BUSINESS MANAGEMENT CONSULTING
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
TNUTWA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.