PINKERTON WEALTH PARTNERS

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

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 Status	Approved
Firm CRD#	120973
SEC#	801-71563
Assets Managed by Firm	$1,253,817,854
No. of Clients	677
No. of Advisors	45

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 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

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Firm Name	Assets Under Management	Total Clients	Total Advisors

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