Pinkerton Wealth Partners
Firm details
- Headquarters
- Coeur D Alene, Idaho
- CRD number
- 120973
- Registered since
- June 15, 2010
- Website
- www.pinkertonpartners.com
- Custodians
- CHARLES SCHWAB & CO., INC., ASSETMARK TRUST CO.
- Fee structure
- Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees, Commissions
- Client types
- HNWI68.7%
- Individuals22.24%
- Pension & Profit Sharing Plans9.06%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Pinkerton Wealth Partners is an independent registered investment adviser that acts as a capital allocator for both individual/family and institutional clients. The firm is SEC registered (2010) and offers a mix of financial planning, portfolio management for individuals and businesses, pension consulting, selection of other advisers, and educational seminars. Its fee schedule is broad, including percentage-of-AUM fees along with hourly, subscription, fixed, and commission arrangements. Pinkerton describes itself as using third-party managers and provides advisory services across multiple client types. The firm does not identify as an active ESG investor. It has been recognized in industry lists, appearing in FA Magazine’s Top RIA Firms (2020) and on Forbes’ America’s Top RIA Firms lists in 2023 and 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds64%
- Exchange Traded Equities27%
- Cash & Cash Equivalents7%
- Private Funds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 58Active vs passive
$408M in ETFs
98%
$399M
2%
$9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $44.4M | 1,480,770 | 10.88% |
Location
Coeur D Alene, ID
Kootenai
Location
Coeur D Alene, ID
Headquartered in Coeur D Alene, ID, anchoring the Spokane-Spokane Valley-Coeur d'Alene, WA-ID metro in the West.
- Metro area
- Spokane-Spokane Valley-Coeur d'Alene, WA-ID
- Region
- West
- County
- Kootenai
- Address
- 2000 W John Loop
- Time zone
- MT (UTC-7)
- Office locations
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