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Home > Retirement Planners > wyoming > casper > PINNACLE WEST ASSET MANAGEMENT INC
PINNACLE WEST ASSET MANAGEMENT INC
152 N. Durbin Street
Suite 400
Casper, Wyoming 82601
Tel: 307-235-3300
About PINNACLE WEST ASSET MANAGEMENT INC
PINNACLE WEST ASSET MANAGEMENT INC, formally registered with the SEC as PINNACLE WEST ASSET MANAGEMENT INC. The firm was established in 11/26/1991. They have over 1 offices throughout the country.
PINNACLE WEST ASSET MANAGEMENT INC is a Casper, Wyoming based Financial Planning firm with nearly $201,513,361 assets under management, offering retirement planning & investment advisory services to 214 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106527 |
| SEC# | 801-40271 |
| Assets Managed by Firm | $201,513,361 |
| No. of Clients | 214 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 214 | $201,513,361 |
| Individuals (other than high net worth individuals) | 45 | $15,187,054 |
| High net worth individuals | 42 | $162,588,354 |
| Pension and profit sharing plans | 1 | $267,039 |
| Charitable organizations | 3 | $9,530,628 |
| Corporations or other businesses | 8 | $13,940,286 |
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|---|---|---|---|
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