Docoh
Loading...

Pinkerton Retirement Specialists

Pinkerton Retirement Specialists is an investment advisor in Coeur D'alene with $763.63M assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
820494856
SEC advisor number
801-71563
FINRA CRD number
120973
AUM ?
$763.63M (as of 1 Dec 21)
Accounts
3,459 (as of 1 Dec 21)
Employees
25 (11 investment advisory or research)
Address
Pinkerton Retirement Specialists
2000 JOHN LOOP
COEUR D ALENE
ID 83814
Phone
2086678998

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 98 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$42.2M 405.66K 408.6K -0.7
$32.61M 842.53K 834.37K +1.0
$27.87M 363.6K 360.29K +0.9
$27.87M 268.29K 266.79K +0.6
$27.5M 370.47K 365.68K +1.3
$24.62M 275.27K 269.79K +2.0
$22.01M 61.48K 61.83K -0.6
$12.33M 140.89K 131.98K +6.8
$12.18M 91.54K 86.72K +5.6
$11.51M 111.66K 140.7K -20.6
$11.32M 112.46K 144.84K -22.4
$10.86M 106.05K NEW
$10.73M 82.52K 110.02K -25.0
$10.62M 134.28K NEW
SPDR S&P Midcap 400 Etf
$10.61M 22.07K 29.53K -25.3
$10.53M 48.16K 63.85K -24.6
$6.82M 139.3K NEW
$6.36M 54.66K 3.27K +1574.2
$6.35M 16.51K NEW
$6.12M 37.36K 36.93K +1.2
$5.79M 51.37K NEW
$5.74M 20.35K 20.26K +0.5
$5.66M 57.42K 64.27K -10.7
$5.59M 46.66K NEW
$5.55M 6.62K 6.61K +0.1
$5.45M 275.12K NEW
$5.37M 62.48K 60.97K +2.5
$5.37M 98.19K 93.9K +4.6
Aberdeen Standard Physical Gold Shares Etf
$4.63M 274.83K 236.41K +16.3
$3.97M 28.04K 27.73K +1.1
$3.48M 1.06K 1.06K -0.4
$3.24M 1.22K 1.23K -1.2
$3.18M 19K 18.78K +1.2
$3.08M 12.85K 12.75K +0.8
$3.03M 13.25K 13.47K -1.6
$3.03M 14.92K 14.6K +2.2
$2.98M 48.31K 48.09K +0.5
$2.94M 16.14K 16.23K -0.5
$2.93M 4.79K 4.7K +2.1
$2.88M 8.49K 8.35K +1.6
$2.87M 17.11K 16.69K +2.5
$2.81M 14.6K 14.52K +0.5
$2.8M 21.9K 21.47K +2.0
$2.77M 49.49K 49.24K +0.5
$2.76M 18.46K 18.31K +0.8
$2.74M 59.14K 57.1K +3.6
$2.73M 48.74K 47.45K +2.7
$2.72M 22.46K 22.29K +0.8
$2.67M 7.17K 6.95K +3.2
$2.66M 15.7K 15.32K +2.4
Holdings list only includes long positions. Only includes long positions.

Calendar

7 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings