TINGEY ADVISORS INC

2101 East Murray-Holladay Road
Suite 200
Salt Lake City, Utah 84117
Tel: 801-352-8166

About TINGEY ADVISORS INC

TINGEY ADVISORS INC, formally registered with the SEC as TINGEY ADVISORS INC. The firm was established in 04/08/2015. They have over 1 offices throughout the country.

TINGEY ADVISORS INC is a Salt Lake City, Utah based Financial Planning firm with nearly $619,025,687 assets under management, offering retirement planning & investment advisory services to 478 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107539
SEC#	801-88169
Assets Managed by Firm	$619,025,687
No. of Clients	478
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops
Other (BUSINESS MANAGEMENT CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	478	$619,025,687
Individuals (other than high net worth individuals)	273	$99,074,484
High net worth individuals	149	$429,670,000
Pension and profit sharing plans	33	$41,715,837
Charitable organizations	2	$5,695,471
Corporations or other businesses	18	$34,045,678

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