| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Walter Pinkerton Control | Managing Member/President | Under 5% | 1996 |
| Gery Joseph Sadzewicz Control | Chief Compliance Officer | Under 5% | 2014 |
| Kathryn Elaine Pinkerton Control | Vice President/Member | Under 5% | 1996 |
Pinkerton Wealth, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
Pinkerton Wealth, LLC reports 45 employees.
Pinkerton Wealth, LLC is based in Coeur D'Alene, ID and has been SEC-registered since 2010.
Pinkerton Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2000 John Loop, Coeur D'Alene, ID 83814 |
| Phone | 800-634-2008 |
| Fax | 208-667-5868 |
| Office hours | 7a.m. - 4:30p.m. M-Th; 7a.m. - 3:30p.m. F |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.17B |
| Non-discretionary | $84.2M |
| Total (RAUM) | $1.25B |