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PINKERTON RETIREMENT SPECIALISTS, LLC
2000 John Loop
Coeur D'alene, Idaho 83814
Tel: 800-634-2008
About PINKERTON RETIREMENT SPECIALISTS, LLC
PINKERTON RETIREMENT SPECIALISTS, LLC, formally registered with the SEC as PINKERTON RETIREMENT SPECIALISTS, LLC. The firm was established in 06/15/2010. They have over 3 offices throughout the country.
PINKERTON RETIREMENT SPECIALISTS, LLC is a Coeur D'alene, Idaho based Financial Planning firm with nearly $892,233,633 assets under management, offering retirement planning & investment advisory services to 4163 clients. The firm is staffed with 21 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 120973 |
| SEC# | 801-71563 |
| Assets Managed by Firm | $892,233,633 |
| No. of Clients | 4163 |
| No. of Advisors | 21 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Commision Based
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4163 | $892,233,633 |
| Individuals (other than high net worth individuals) | 585 | $210,288,360 |
| High net worth individuals | 222 | $579,509,273 |
| Pension and profit sharing plans | 28 | $102,436,000 |
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|---|---|---|---|
| $5,919,748,883 | 291 | 48 | |
| $3,626,745,624 | 72 | 10 | |
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