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| Happy Holidays!! thanks for using AUM13F!! |
| Pinkerton Wealth LLC
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| CRD # | 120973 |
| SEC # | 801-71563 |
| CIK # | 0001536446 |
| AUM | $1.3 B (2025-05-01) |
| Employees | 45 (38% Investors, 2% Brokers) |
| Phone | 800-634-2008 |
| Address | 2000 John Loop Coeur Dalene, ID 83814 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| SPDR Gold Trust | 41.1 | |
| Microsoft Corp | 10.3 | |
| Broadcom Inc | 10.1 | |
| United Technologies Corp /DE/ | 9.6 | |
| Qualcomm Inc/DE | 6.8 | |
| Apple Inc | 6.5 | |
| J P Morgan Chase & Co | 6.3 | |
| Citigroup Inc | 6.2 | |
| Wal Mart Stores Inc | 5.8 | |
| 3M Co | 5.8 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 796 | 283.2 |
| (b) Individuals (high net worth individuals) | 331 | 865.5 |
| (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 | 25 | 105.1 |
| (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 | 677 | 1,253.8 |
| By Discretionary | ||
| Discretionary | 653 | 1,169.7 |
| Non-Discretionary | 24 | 84.2 |
| Total | 677 | 1,253.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,253.8 | |
| Total | 677 | 1,253.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001536446] |
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|---|---|---|
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|
Acorn Financial Advisory Services Inc
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VA | 1.2 |
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Apriem Advisors
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CA | 1.2 |