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| Cannon Tingey Investment Advisors Inc
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| |
|---|---|
| CRD # | 107539 |
| SEC # | 801-88169 |
| CIK # | |
| AUM | $421.3 MM (2024-03-29) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 801-352-8166 |
| Address | 2101 East Murrayholladay Road Salt Lake City, UT 84117 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 236 | 78.4 |
| (b) Individuals (high net worth individuals) | 111 | 301.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 28 | 11.6 |
| (h) Charitable organizations | 2 | 6.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 2 | 2.7 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 16.7 |
| (n) Other | 1 | 4.1 |
| Total | 393 | 421.3 |
| By Discretionary | ||
| Discretionary | 392 | 418.6 |
| Non-Discretionary | 1 | 2.7 |
| Total | 393 | 421.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 421.3 | |
| Total | 393 | 421.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Iron Horse Wealth Management LLC
✚
|
IA | 0.4 |
|
Capital Investment Management Inc
✚
|
MO | 0.4 |
|
Zuraw Financial Advisors LLC
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|
NC | 0.4 |
|
Global Wealth Management Investment Advisory Inc
✚
|
FL | 0.4 |
|
Hudson Value Partners LLC
✚
|
FL | 0.4 |
|
Pivotal Advisors LLC
✚
|
NY | 0.4 |
|
Winch Advisory Services LLC
✚
|
WI | 0.4 |
|
New Capital Management LP
✚
|
TX | 0.4 |
|
Trunorth Capital Management LLC
✚
|
MI | 0.4 |
|
OLIO Financial Planning LLC
✚
|
VA | 0.4 |