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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Cannon Tingey Investment Advisors Inc
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|---|---|
| CRD # | 107539 |
| SEC # | 801-88169 |
| CIK # | |
| AUM | $385.0 M (2025-06-11) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 801-352-8166 |
| Address | 2101 East Murrayholladay Road Salt Lake City, UT 84117 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 217 | 102.8 |
| (b) Individuals (high net worth individuals) | 100 | 217.1 |
| (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 | 30 | 37.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 0.6 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 27.4 |
| (n) Other | 0 | 0.0 |
| Total | 361 | 385.0 |
| By Discretionary | ||
| Discretionary | 356 | 362.2 |
| Non-Discretionary | 5 | 22.8 |
| Total | 361 | 385.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 385.0 | |
| Total | 361 | 385.0 |
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|---|---|---|
|
Donoghue Forlines LLC
✚
|
MA | 0.4 |
|
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AL | 0.4 |
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NC | 0.4 |
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CT | 0.4 |
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Mattson Financial Services LLC
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MI | 0.4 |
|
WT Wealth Management LLC
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AZ | 0.4 |
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Wealth Management Resources Inc
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|
RI | 0.4 |
|
Kerntke Otto McGlone Wealth Management Group
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|
WI | 0.4 |
|
Whitcomb & Hess Inc
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|
OH | 0.4 |
|
Power Wealth Management LLC
✚
|
GA | 0.4 |