SALT LAKE CITY, UTCRD 107539Latest ADV March 6, 2026
Tingey Advisors Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Salt Lake City, UT. Its latest Form ADV filing, dated March 6, 2026, reports $478M in regulatory assets under management, 6 employees, and 395 accounts.
Assets Under Management
$478M
Employees
6
Offices
--
Total Clients
395
Primary office
SALT LAKE CITY, UT
2101 EAST MURRAY-HOLLADAY ROAD, SUITE 200, SALT LAKE CITY, UT, United States
Top client segmentIndividuals represent 58.5% of total clients.
Top client categories% of clientsClients
1
Individuals
58.5%
231
2
HNWI
27.1%
107
3
Pension Plans
9.1%
36
4
Corporations
3.8%
15
5
Charitable
1.3%
5
Categories with <5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$478Mas of March 6, 2026
Discretionary94.3%
$450M
94% of total RAUM94.3%
Non-discretionary5.7%
$27M
6% of total RAUM5.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$478M
Total Accounts395
10Y AUM Change+$323M (+208.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee66:1
10Y Employee Change+4 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.