2000 John Loop
Coeur D'alene, Idaho 83814
Tel: 800-634-2008
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 120973 |
SEC# | 801-71563 |
Assets Managed by Firm | $1,253,817,854 |
No. of Clients | 677 |
No. of Advisors | 45 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 677 | $1,253,817,854 |
Individuals (other than high net worth individuals) | 796 | $283,186,376 |
High net worth individuals | 331 | $865,484,478 |
Pension and profit sharing plans | 25 | $105,147,000 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$9,361,493,116 | 386 | 63 | |
$3,797,719,931 | 78 | 10 | |
$2,856,919,716 | 463 | 34 | |
$1,931,996,135 | 801 | 6 | |
$1,380,795,719 | 2334 | 19 |
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