PINKERTON WEALTH, LLC of COEUR D'ALENE, ID is an SEC-registered investment adviser (CRD 120973). Regulatory assets under management: $1.4B.
Compensation: % of AUM, Hourly, Fixed, Commissions, Subscription.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Gery Joseph Sadzewicz | CHIEF COMPLIANCE OFFICER | — |
| Kathryn Elaine Pinkerton | TRUSTEE; VICE PRESIDENT/MEMBER | — |
| Daniel Walter Pinkerton | MANAGING MEMBER/PRESIDENT; TRUSTEE | — |
| Ronald Lee Glendening | CHIEF OPERATING OFFICER | — |
| SADZEWICZ GERY JOSEPH | CHIEF COMPLIANCE OFFICER | — |
| PINKERTON KATHRYN ELAINE | TRUSTEE; VICE PRESIDENT/MEMBER | — |
| PINKERTON DANIEL WALTER | MANAGING MEMBER/PRESIDENT; TRUSTEE | — |
| GLENDENING RONALD LEE | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER | — |
| Matthew Douglas Weed | DIRECTOR OF TAMP SERVICES | — |