firm profile
Pinkerton Wealth Partners
Overview
Pinkerton Wealth Partners is an SEC registered investment adviser based in Coeur D Alene, ID, registered since 2010. It reports $1.4B in assets under management across 13,361 accounts, with 49 employees. It has 19 investment adviser representatives.
- Reported AUM
- $1.4B
- Discretionary
- 93%
- Accounts
- 13,361
- Average account
- $108K
- Employees
- 49
- Advisory reps
- 19
- Registered since
- 2010
- Jurisdictions
- 20
As reported in the firm's September 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Commissions, Fixed Fees, Hourly Charges, Percentage of Assets and Subscription Fees
Executive officers 3 of 5
- Daniel Walter Pinkerton Managing Member, President CRD 2128422
- Gery Joseph Sadzewicz Chief Compliance Officer CRD 1090963
- Ronald Lee Glendening Chief Operating Officer CRD 4468165
2 more executive officers, with direct contact details
Advisory reps 3 of 19
- Joshua William Brands Investment Adviser Rep CRD 7795831
- Richard Thomas Breedlove Investment Adviser Rep CRD 8239335
- Sheri Mahealani Robello Cabral Registered Rep · Investment Adviser Rep CRD 5383929
16 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 2000 W John Loop
Coeur D Alene, ID 83814 - County
- Kootenai
- Metro area
- Coeur d'Alene, ID
- Region
- West
Registrations
- SEC registered
- Registered in 20 jurisdictions
- Website: linked.com/in/brettredd
Every state, with registration dates
Similar firms near Coeur D Alene
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- Five Pine WealthCoeur D Alene, ID$192M AUM
- Archer Wealth AdvisorsCoeur D Alene, ID$79.6M AUM
- Wardian Wealth Management, Inc.Coeur D Alene, ID1 reps
- Permanent Ventures GP LLCCoeur D Alene, ID
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