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| Cannon Tingey Investment Advisors Inc
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|---|---|
| CRD # | 107539 |
| SEC # | 801-88169 |
| CIK # | |
| AUM | $340.2 MM (2023-03-31) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 801-352-8166 |
| Address | 2101 East Murrayholladay Road Salt Lake City, UT 84117 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 288 | 90.1 |
| (b) Individuals (high net worth individuals) | 91 | 221.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 7.3 |
| (h) Charitable organizations | 1 | 2.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 1.8 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 13.8 |
| (n) Other | 1 | 2.9 |
| Total | 395 | 340.2 |
| By Discretionary | ||
| Discretionary | 391 | 337.5 |
| Non-Discretionary | 4 | 2.6 |
| Total | 395 | 340.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 340.2 | |
| Total | 395 | 340.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Grove Street Fiduciary LLC
✚
|
NH | 0.3 |
|
IMS Capital Management Inc
✚
|
OR | 0.3 |
|
Guidance Point Advisors LLC
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|
MA | 0.3 |
|
Northern Capital Management Inc
✚
|
WA | 0.3 |
|
Nesteggs Retirement Plan Services Inc
✚
|
FL | 0.3 |
|
FWG Investments LLC
✚
|
KY | 0.3 |
|
Adaptive Financial Consulting LLC
✚
|
OH | 0.3 |
|
Iron Horse Wealth Management LLC
✚
|
IA | 0.3 |
|
Center Street Advisors Inc
✚
|
TN | 0.3 |
|
The Capital Advisory Group Advisory Services LLC
✚
|
MN | 0.3 |