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PINKERTON WEALTH PARTNERS

2000 John Loop
Coeur D'alene, Idaho 83814
Tel: 800-634-2008

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About PINKERTON WEALTH PARTNERS

PINKERTON WEALTH PARTNERS, formally registered with the SEC as PINKERTON WEALTH PARTNERS. The firm was established in 06/15/2010. They have over 5 offices throughout the country.

PINKERTON WEALTH PARTNERS is a Coeur D'alene, Idaho based Financial Planning firm with nearly $1,253,817,854 assets under management, offering retirement planning & investment advisory services to 677 clients. The firm is staffed with 45 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#120973
SEC#801-71563
Assets Managed by Firm$1,253,817,854
No. of Clients677
No. of Advisors45

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Subscription fees
  • Fixed fees
  • Commission Based

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total677$1,253,817,854
Individuals (other than high net worth individuals)796$283,186,376
High net worth individuals331$865,484,478
Pension and profit sharing plans25$105,147,000

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CLEARWATER ADVISORS, LLC
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INSPIRE INVESTING, LLC
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$2,856,919,71646334
MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC
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Boise, ID, 83702
$1,931,996,1358016
RW INVESTMENT MANAGEMENT LLC
1028 S. Bridgeway Place, Suite 200
Eagle, ID, 83616
$1,380,795,719233419

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