Pinkerton Retirement Specialists is an investment advisor in Coeur D'alene with $892.23 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
820494856
SEC advisor number
801-71563
FINRA CRD number
120973
AUM ?
$1.02 bn
(as of 11 Apr 24)
Accounts
4,141
(as of 11 Apr 24)
Employees
20
(12 investment advisory or research)
Address
Pinkerton Retirement Specialists
2000 JOHN LOOP
COEUR D ALENE
ID 83814
2000 JOHN LOOP
COEUR D ALENE
ID 83814
Phone
2086678998
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
25 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
9 Aug 22
13F-HR
Quarterly holdings report by institutional manager
4 May 22
13F-HR
Quarterly holdings report by institutional manager
24 Jan 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21