AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $0.4 |
| Non-Discretionary | $0.0 |
| Total | $0.4 |
| Client | AUM |
|---|---|
| Retail | $0.3 |
| Pooled | $0.0 |
| Institutional | $0.1 |
| Total | $0.4 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 217 | $0.1 |
| Average Individual AUM | $473,944 | |
| HNW | 100 | $0.2 |
| Average HNW AUM | $2,171,057 | |
| Retail Total | 317 | $0.3 |
| Average Retail AUM | $1,009,311 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $0.4 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.4 |
| Retail SMA AUM | $0.3 |
| Institutional SMA AUM | $0.1 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 68% | $0.3 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 19% | $0.1 |
| Municipal | 1% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 1% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 6% | $0.0 |
| Other | 5% | $0.0 |
| Total | 100% | $0.4 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| CANNON TINGEY INVESTMENT ADVISORS INC | $0.4 | 107539 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
2 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| JON TINGEY | SALT LAKE CITY | UT | CHARTERED FINANCIAL ANALYST | ||||||
| ALAN TINGEY | SALT LAKE CITY | UT | CHARTERED FINANCIAL ANALYST | ||||||
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.4 | $0.0 | 0% | 5 | 0 | 0% |
| 2025-04-21 | $0.6 | -$0.2 | -38% | 3 | 2 | 67% |
| 2024-04-02 | $0.4 | $0.0 | -9% | 3 | 2 | 67% |
| 2023-04-04 | $0.3 | $0.0 | 13% | 3 | 2 | 67% |
| 2022-04-01 | $0.4 | $0.0 | 6% | 3 | 2 | 67% |
| 2021-04-05 | $0.3 | $0.1 | 29% | 3 | 2 | 67% |
| 2020-04-01 | $0.3 | $0.1 | 52% | 3 | 2 | 67% |
| 2019-04-01 | $0.2 | $0.2 | 88% | 2 | 3 | 150% |
| 2018-04-02 | $0.2 | $0.2 | 107% | 2 | 3 | 150% |
| 2017-04-01 | $0.2 | $0.2 | 148% | 2 | 3 | 150% |
| 2016-04-01 | $0.1 | $0.2 | 173% | 2 | 3 | 150% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| UT, TN-04/08/2015, UT-04/08/2015, WA-03/24/2017 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING MANAGER SELECTION NEWSLETTERS EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV