Tingey Advisors Inc
Tingey Advisors, Inc., based in Salt Lake City, Utah, is owned by Alan B. Tingey, CFA, and Jon D. Tingey, CFA. Established in 1998, the firm's investment committee, led by Jon D. Tingey, determines the general investment strategy. Each client is assigned a lead portfolio manager for strategy implementation. The firm's principals have extensive experience in investment management, with Alan B. Tingey boasting 42 years in the field and Jon D. Tingey with 30 years. Other investment professionals include Jan A. Pazzi, CFA, and Michael A. Pazzi, with over 50 years of collective experience. Jan serves as the lead fixed income trader. The firm and its principals have not faced any lawsuits or disciplinary actions. Alan and Jon have additional affiliations in various industries. Tingey Advisors does not compensate for client referrals and maintains a transparent fee structure. The advisors act as fiduciaries, ensuring the best interests of clients. Clients have a level of control over their investments, with each having a lead portfolio manager for personalized strategy implementation. For more information, visit www.adviserinfo.sec.gov using the CRD numbers provided.
Find your perfect
advisor
- Complete our easy online form
- Get matched with a financial advisor
- Schedule your free first meeting
- Fiduciary duty to act in the best interests of your finances
- Regulated by The Securities and Exchange Commission (SEC)
- Transparent about fees and never take commission when recommending a financial product
We can advise you on
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].