Overview
Assets Under Management: $385 million
Headquarters: SALT LAKE CITY, UT
High-Net-Worth Clients: 100
Average Client Assets: $2 million
Frequently Asked Questions
CANNON TINGEY INVESTMENT ADVISORS INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #107539), CANNON TINGEY INVESTMENT ADVISORS INC is subject to fiduciary duty under federal law.
CANNON TINGEY INVESTMENT ADVISORS INC is headquartered in SALT LAKE CITY, UT.
CANNON TINGEY INVESTMENT ADVISORS INC serves 100 high-net-worth clients according to their SEC filing dated June 11, 2025. View client details ↓
According to their SEC Form ADV, CANNON TINGEY INVESTMENT ADVISORS INC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
CANNON TINGEY INVESTMENT ADVISORS INC manages $385 million in client assets according to their SEC filing dated June 11, 2025.
According to their SEC Form ADV, CANNON TINGEY INVESTMENT ADVISORS INC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 100
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.39
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 361
Discretionary Accounts: 356
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 107539
Filing ID: 1997328
Last Filing Date: 2025-06-11 15:51:00
Website: https://tingeyadvisors.com