T
$477.7M Total AUM
$450.5M Disc. AUM
12.3% 3Y CAGR
6 Employees
395 ADV. Clients
29 yrs Firm Age
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- Custodian
- Charles Schwab & Company · US Bank · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-13-1996
- Office Locations
- 2
Office Locations
2101 East Murray-Holladay Road Suite 200 Salt Lake City UT
948 East 7145 South Suite C-101 Midvale UT
About Tingey Advisors INC
Tingey Advisors INC is a Salt Lake City-based RIA with 2 offices. The firm has been operating for 29 years. Managing $477.7M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company and US Bank.
Team overview
43 AVG AGE
$119.4M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
9.8 yrs AVG TENURE
6 Employees
4 Advisory Reps
0 RIA Reps
29yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
J
JON DAVIS TINGEY
Investment Advisor, PRINCIPAL
- CRD
- #4369207
- Ownership
- 75% or more
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Available
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A
Amber Fuller Gale
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
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Available
Available
Showing 2 of 2 owners & executives
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C
Conner Douglas Whipple
--
- CRD
- #7322291
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $450,462,360 | $1,155,032 |
| Non-Discretionary | $27,253,493 | $5,450,699 |
| Total | $477,715,853 | $1,209,407 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Other:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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