Overview
Assets Under Management: $385 million
Headquarters: SALT LAKE CITY, UT
High-Net-Worth Clients: 3
Average Client Assets: $34 million
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: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 26.71
Average High-Net-Worth Client Assets: $34 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