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⚲
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| Tingey Financial Group Inc
✚
|
|
|---|---|
| CRD # | 334198 |
| SEC # | 801-136459 |
| CIK # | 0002129674 |
| AUM | $257.0 M (2026-06-01) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 801-624-6850 |
| Address | |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 67 | 8.5 |
| (b) Individuals (high net worth individuals) | 83 | 229.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 4.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 3.3 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 11.6 |
| (n) Other | 0 | 0.0 |
| Total | 378 | 257.0 |
| By Discretionary | ||
| Discretionary | 378 | 257.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 378 | 257.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 257.0 | |
| Total | 378 | 257.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Davis Capital Management LLC
✚
|
FL | 0.3 |
|
an Exceptional Life Financial LLC
✚
|
IN | 0.3 |
|
Ables Iannone Moore & Associates Inc
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|
GA | 0.3 |
|
Redwood Family Wealth LLC
✚
|
TX | 0.3 |
|
McDonough Capital Management Inc
✚
|
FL | 0.3 |
|
Koenig Investment Advisory LLC
✚
|
OR | 0.3 |
|
Schaeffer Financial LLC
✚
|
MD | 0.3 |
|
Tudor Financial Inc
✚
|
OH | 0.3 |
|
Five Talents Financial Management Group LLC
✚
|
IA | 0.3 |
|
Plotkin Financial Advisors LLC
✚
|
MD | 0.3 |