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PINKERTON WEALTH PARTNERS

Tel: 800-634-2008
2000 John Loop
Coeur D'Alene, Idaho  83814

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PINKERTON WEALTH PARTNERS

PINKERTON WEALTH PARTNERS is a Coeur D'Alene, Idaho based financial advisory firm with nearly $1,253,817,854 in assets under management and provides investment advisory services for 677 clients. There are currently 45 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Subscription fees, Fixed fees, Commission Based

Firm CRD#:

120973

SEC#:

801-71563

No. of Clients:

677

Assets under Management

$1,253,817,854

No. of Advisors:

45

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