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 organized as an LLC and operating since 2010. The firm serves both individual and family clients and institutional clients, positioning itself as a capital allocator that combines discretionary portfolio management with financial planning and advisory services. Its advisory scope includes portfolio management for individuals, small businesses and institutions, pension consulting, manager selection, and educational workshops. Fee arrangements are flexible and include asset-based fees, hourly billing, subscription and fixed fees, and commissions. The firm has received industry recognition, appearing on FA Magazine’s Top RIA Firms list in 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
3 of 5MATTHEW WEED
Chief Investment OfficerCRD 4803581
CLIFFORD ROBELLO
Chief ExecutiveCRD 1575439
RONALD GLENDENING
Chief Operating Officer / Wealth AdvisorCRD 4468165
Contacts
3 of 15BRETT REDD
Investment Adviser RepresentativeCRD 4390041
ANTHONY ROYLANCE
Investment Adviser RepresentativeCRD 6054330
KATHRYN PINKERTON
Executive VPCRD 4557787
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 52Active vs passive
$813M in ETFs
99%
$801M
1%
$12.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $75.8M | 191,349 | 9.32% |
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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