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/family clients and institutional accounts and describes itself as a capital allocator that sources third‑party managers. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, manager selection, and educational workshops. Fee arrangements are varied and include asset‑based fees, hourly billing, subscription and fixed fees, and commissions. Pinkerton does not self‑identify as an active ESG investor. The firm has been recognized in industry rankings, appearing on FA Magazine’s Top RIA Firms list in 2020 and on Forbes’ 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 5
Ronald Glendening
Chief Operating Officer / Wealth AdvisorCRD 4468165
Clifford Robello
Chief ExecutiveCRD 1575439
Daniel Pinkerton
President, CEOCRD 2128422
Contacts
3 of 17
Nicholas Helgeson
Wealth AdvisorCRD 5282986
Polly Stoecklein
Investment Adviser RepresentativeCRD 1041896
Anthony Roylance
Investment Adviser RepresentativeCRD 6054330
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 44Active vs passive
$978M in ETFs
99%
$968M
1%
$9.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES S&P SMALL-CAP 600 VALUE ETF (IJS) | BlackRock | Passive | Small Value | $187M | 1,579,899 | 19.13% |
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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