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TINGEY ADVISORS INC

SALT LAKE CITY, UT · CRD 107539 · IAPD ↗ · tingeyadvisors.com · 801-352-8166

$477.7MRegulatory AUM
4Advisory reps
6Employees
0Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
June 2025 — TINGEY ADVISORS INC reported RAUM down 38% ($619.0M -> $385.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
70
March 2025 — TINGEY ADVISORS INC crossed $500M in regulatory AUM ($421.3M -> $619.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.