Pinkerton Wealth Partners

RIASEC Registered

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 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.