Pinkerton Retirement Specialists

EST. AUM
$1,439,082,849

CONTACTS
3

CLIENT ACCOUNTS
13,361

Firm Details

Metro area Boise
CRD Number 120973
Website pinkertonretirement.com
Client types

Overview

Pinkerton Retirement Solutions has offices in Spokane, WA and Coeur d'Alene, ID. Pinkerton is a part of the Callan IAG network of RIAs. The IAG team provides research, recommendations, and client service on behalf of Pinkerton. Pinkerton also runs two other models: Active and Passive. The models feature funds that are given a high conviction score on Pinkerton's scoring system. Pinkerton does also have exposure to alternatives primarily in low-fee, liquid formats.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Pinkerton Retirement Specialists

Platform Details

Investment Preferences

Alternative Activity

Address

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