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PINKERTON WEALTH PARTNERS
COEUR D'ALENE, ID
800-634-2008
SEC #801-71563Total AUM
$1.4B
Employees
49Clients
1,263Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2000 JOHN LOOP
COEUR D'ALENE
ID 83814
United States
COEUR D'ALENE
ID 83814
United States
Operating Hours
7AM - 4:30PM M-TH; 7AM - 3:30PM F
Monday - Friday
Monday - Friday
Phone
800-634-2008
Other Offices
6
Financials
Total AUM
$1.4B
Accounts
13,361Discretionary
$1.3B
Accounts
13,333Non-Discretionary
$107.4M
Accounts
28
Clients
Individual Clients
847AUM
$320M
HNW Individual Clients
386AUM
$988.7M
Pension/Profit Sharing Plan Clients
29AUM
$130.4M
Sovereign Wealth Fund Clients
1AUM
$0
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
401K PLAN MANAGEMENT
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Subscription Fee
Compliance
Disclosures
None reported
State Registrations
AKAZCACOFLHIIDKSMNMONENVOHORSCTXUTWA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.