AdvizorPro
Tingey Financial Group Inc.

Tingey Financial Group Inc.. CRD 334198

T

CRD: 334198

Tingey Financial Group Inc.

Salt Lake City, UT
(801) 624-6850
$257.0M Total AUM
$257.0M Disc. AUM
-- 3Y CAGR
7 Employees
150 ADV. Clients
1 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Charles Schwab & Company ยท Citibank
Clients
Retail and Institutional
Platforms
--
Established Date
03-03-2025
Office Locations
2

Office Locations

7351 SO Union Park AVE Suite 125 Salt Lake City UT
-- Salt Lake City UT

About Tingey Financial Group Inc.

Tingey Financial Group Inc. is a Salt Lake City-based RIA with 2 offices. The firm has been operating for 1 years. Managing $257.0M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Citibank.

Team overview

-- AVG AGE
$85.7M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
1.2 yrs AVG TENURE
7 Employees
3 Advisory Reps
3 RIA Reps
1yrs Firm Age

Insights

Available
Available
Available
Available
Available
Available
Available
Available

Asset Classes

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Owner & Executives

A

ALAN BURTON TINGEY

President

CRD
#4369206
Ownership
75% or more
Available
Available
Available
S

STEPHEN Q SPENCER

Advisor, Chief Compliance Officer

CRD
#4551629
Ownership
Less than 5%
Available
Available
Available

Showing 2 of 2 owners & executives

Unlock all

Contacts

G

GREGORY STAFFORD TINGEY

--

CRD
#6574490
Available
Available
Available

Showing 1 of 3 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
06-01-2026
Category Assets AVG. Account size
Discretionary $257,028,031 $679,968
Non-Discretionary $0 --
Total $257,028,031 $679,968

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
U.S. Government/Agency:
Available
Private Funds:
Available
Cash:
Available
Municipal Bonds:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
U.S. Government/Agency Available Available
Private Funds Available Available
Cash Available Available
Municipal Bonds Available Available
Total Available Available

Continue browsing

Other advisor firm profiles in Utah

View all advisor firms in Utah

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform