PINKERTON WEALTH PARTNERS LLC

PINKERTON RETIREMENT SPECIALISTS, LLC
COEUR D'ALENE, Idaho·3 registered advisors·CRD# 120973
SEC# 801-715633800-634-2008
01

Firm Overview

AUM
$1.0B
Regulatory assets under management
Employees
20
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at PINKERTON WEALTH PARTNERS LLC

3 registered advisors
Daniel Walter Pinkerton
COEUR D'ALENE, Idaho
Kathryn Elaine Pinkerton
COEUR D'ALENE, Idaho
Ronald Lee Glendening
COEUR D'ALENE, Idaho
05

Office Locations

COEUR D'ALENE, Idaho
3 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. PINKERTON WEALTH PARTNERS LLC (CRD# 120973) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.