Pinkerton Wealth Partners

RIASEC RegisteredEst. 2010

Total AUM

$1.4B

Discretionary

$1.3B

93% of AUM

Avg account

$108K

Accounts

13,361

Employees

Advisory reps

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

FINTRX

Overview

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 as well as institutional accounts and describes itself as a capital allocator that sources third‑party managers. Its advisory services span comprehensive financial planning, discretionary portfolio management for individuals and small businesses, institutional portfolio work, pension consulting, selection of other advisers, and educational workshops. Fee arrangements are flexible and include percentage of AUM, hourly billing, subscription and fixed fees, and commissions. The firm is not identified as an active ESG investor. Industry recognition includes placements on FA Magazine’s Top RIA Firms list (2020) and appearances on Forbes’ lists of America’s Top RIA Firms (2023) and Top RIA Firms (2024).