Tingey Financial Group Inc.

Overview

Tingey Financial Group Inc. is an independent, privately owned registered investment adviser that serves individual and family clients. The firm functions as a capital allocator and combines financial planning, portfolio management for individuals and small businesses, and advisory services for businesses or institutions. It also selects third-party managers and produces periodicals or newsletters as part of its client communications. Fee arrangements include a percentage-of-assets model supplemented by hourly charges. Tingey does not identify as an active ESG investor and is not registered as a multi-state adviser. Its advisory scope spans comprehensive financial planning and discretionary portfolio management, with an emphasis on constructing and overseeing client investment programs rather than acting as a pension consultant or operating as a related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives