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PINNACLE WEST ASSET MANAGEMENT INC

152 N. Durbin Street
Suite 400
Casper, Wyoming 82601
Tel: 307-235-3300

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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 StatusApproved
Firm CRD#106527
SEC#801-40271
Assets Managed by Firm$201,513,361
No. of Clients214
No. of Advisors3

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 ClientsAUM
Firm Total214$201,513,361
Individuals (other than high net worth individuals)45$15,187,054
High net worth individuals42$162,588,354
Pension and profit sharing plans1$267,039
Charitable organizations3$9,530,628
Corporations or other businesses8$13,940,286

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