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PINNACLE WEST ASSET MANAGEMENT INC
CRD 106527 · SEC 801-40271
152 N. DURBIN STREET, SUITE 400, CASPER, WY, 82601, United States
Phone
307-235-3300
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$245.9M
Discretionary AUM
$245.9M
Team
3 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-04-01
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 39 | $12.4M |
| High net worth individuals | 46 | $204.1M |
| Pension/profit sharing plans | 1 | $346K |
| Charitable organizations | 3 | $10.9M |
| Corporations/business entities | 9 | $18.2M |
States served
WY
Official SEC filing: View on IAPD