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Alan Burton Tingey

CANNON TINGEY INVESTMENT ADVISORS INC·SALT LAKE CITY, Utah
Unclaimed Profile
2101 EAST MURRAY-HOLLADAY ROAD, SALT LAKE CITY, UT 84117CRD# 4369206Firm CRD# 107539
01

About

Alan Burton Tingey is a registered financial advisor based in SALT LAKE CITY, Utah, affiliated with CANNON TINGEY INVESTMENT ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CANNON TINGEY INVESTMENT ADVISORS INC
TINGEY ADVISORS INC
AUM
$421M
Regulatory assets under management
Employees
3
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4369206
Firm CRD# 107539
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Alan Burton Tingey offer?
Alan Burton Tingey specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SALT LAKE CITY, Utah for a consultation.
What are Alan Burton Tingey's credentials?
Alan Burton Tingey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alan Burton Tingey located?
Alan Burton Tingey is based in SALT LAKE CITY, Utah, working with CANNON TINGEY INVESTMENT ADVISORS INC. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.
How does Alan Burton Tingey charge for services?
Alan Burton Tingey's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CANNON TINGEY INVESTMENT ADVISORS INC?
CANNON TINGEY INVESTMENT ADVISORS INC has approximately 3 employees and manages $421M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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