Pinkerton Wealth Partners

RIASEC Registered
Total AUM
$1.4B
Discretionary
$1.3B
93% of AUM
Avg account
$108K
Accounts
13,361
Employees
49
Advisory reps
22

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 founded in 2010 that acts as a capital allocator for both individual/family and institutional clients. The firm offers a mix of financial planning and portfolio management services across individuals, small businesses and institutions, and also provides pension consulting, manager selection and educational workshops. Its fee model is flexible, spanning asset-based fees, hourly and fixed fees, subscription arrangements and commissions. The firm does not identify itself as an active ESG investor. Pinkerton has been recognized in industry publications, 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

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 64%, Exchange Traded Equities 27%, Cash & Cash Equivalents 7%, Private Funds 2%64%
  • Public Funds/Mutual Funds64%
  • Exchange Traded Equities27%
  • Cash & Cash Equivalents7%
  • Private Funds2%

Owners & executives

3 of 5
  • Ronald Glendening

    Ronald Glendening

    Chief Operating Officer / Wealth AdvisorCRD 4468165

  • Clifford Robello

    Clifford Robello

    Chief ExecutiveCRD 1575439

  • Daniel Pinkerton

    Daniel Pinkerton

    President, CEOCRD 2128422

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Contacts

3 of 17
  • Nicholas Helgeson

    Nicholas Helgeson

    Wealth AdvisorCRD 5282986

  • Polly Stoecklein

    Investment Adviser RepresentativeCRD 1041896

  • Anthony Roylance

    Investment Adviser RepresentativeCRD 6054330

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 44

Active vs passive

$978M in ETFs

Passive

99%

$968M

Active

1%

$9.8M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES S&P SMALL-CAP 600 VALUE ETF (IJS)BlackRockPassiveSmall Value$187M1,579,89919.13%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth