Overview
Assets Under Management: $1.3 billion
Headquarters: COEUR D'ALENE, ID
High-Net-Worth Clients: 331
Average Client Assets: $3 million
Frequently Asked Questions
PINKERTON WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #120973), PINKERTON WEALTH, LLC is subject to fiduciary duty under federal law.
PINKERTON WEALTH, LLC is headquartered in COEUR D'ALENE, ID.
PINKERTON WEALTH, LLC serves 331 high-net-worth clients according to their SEC filing dated May 01, 2025. View client details ↓
According to their SEC Form ADV, PINKERTON WEALTH, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
PINKERTON WEALTH, LLC is ranked #209 by Forbes in 2025. Learn more about these rankings ↓
PINKERTON WEALTH, LLC manages $1.3 billion in client assets according to their SEC filing dated May 01, 2025.
According to their SEC Form ADV, PINKERTON WEALTH, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Recent Rankings
Forbes 2025: 209
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 331
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.03
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 677
Discretionary Accounts: 653
Non-Discretionary Accounts: 24
Regulatory Filings
CRD Number: 120973
Filing ID: 1986644
Last Filing Date: 2025-05-01 11:14:00
Website: https://gscomplianceconsulting.com