CANNON TINGEY INVESTMENT ADVISORS INC
DBA: TINGEY ADVISORS INC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $477.7M |
| Discretionary | $450.5M94% of AUM |
| Non-Discretionary | $27.3M |
| Client Accounts | 395 |
| Avg Account Size | $1.2M |
| Employees | 6 |
| Peak AUM | $619.0MFeb 2025 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $478M | 22.8% | +12.0% | +9.9% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $477.7M |
| Discretionary | $450.5M |
| Employees | 6 |
| Client Accounts | 395 |
| Client Range | 51-100 |
Contact & Location
Address
2101 EAST MURRAY-HOLLADAY ROAD
SALT LAKE CITY UT 84117
Phone
801-352-8166
Filing History
33 ADV Part 1 submissions
Fee Structure
% of AUMHourly
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser SelectionPublicationsSecurity Ratings
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$450M
94.3% of AUM
Non-Discretionary
$27M
5.7% of AUM
Disc. mix ▼ 1.4pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Insurance Cos.
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Investment Adviser