|
⚲
|
| Keyboard |
| Pinkerton Wealth LLC
✚
|
|
|---|---|
| CRD # | 120973 |
| SEC # | 801-71563 |
| CIK # | 0001536446 |
| AUM | 1,439.1 M (2026-06-26) |
| Employees | 49 (33% Investors, 10% Brokers) |
| Phone | 800-634-2008 |
| Address | 2000 John Loop Coeur Dalene, ID 83814 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| SPDR Gold Trust | 75.8 | |
| United Technologies Corp /DE/ | 11.2 | |
| Microsoft Corp | 10.5 | |
| Broadcom Inc | 10.4 | |
| Qualcomm Inc/DE | 8.6 | |
| Apple Inc | 7.2 | |
| J P Morgan Chase & Co | 6.9 | |
| Citigroup Inc | 6.9 | |
| AbbVie Inc | 6.6 | |
| Wal Mart Stores Inc | 6.5 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 847 | 320.0 |
| (b) Individuals (high net worth individuals) | 386 | 988.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 29 | 130.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 13,361 | 1,439.1 |
| By Discretionary | ||
| Discretionary | 13,333 | 1,331.6 |
| Non-Discretionary | 28 | 107.4 |
| Total | 13,361 | 1,439.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,439.1 | |
| Total | 13,361 | 1,439.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001536446] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Activest Wealth Management LLC
✚
|
FL | 1,460.3 M |
|
Martel Wealth Advisors Inc
✚
|
WA | 1,459.4 M |
|
Mediqus Asset Advisors Inc
✚
|
IL | 1,456.1 M |
|
Keating Financial Advisory Services Inc
✚
|
KS | 1,450.3 M |
|
Cary Street Partners Asset Management LLC
✚
|
VA | 1,447.8 M |
|
MV Capital Management Inc
✚
|
MD | 1,439.6 M |
|
Isthmus Partners LLC
✚
|
WI | 1,438.5 M |
|
Portside Wealth Group LLC
✚
|
UT | 1,431.6 M |
|
United Advisor Group LLC
✚
|
OH | 1,426.5 M |
|
Wingate Wealth Advisors Inc
✚
|
MA | 1,415.3 M |