PINNACLE WEST ASSET MANAGEMENT INC
Firm details
- Headquarters
- CASPER, Wyoming
- CRD number
- 106527
- Registered since
- November 26, 1991
- Website
- www.pinnacle-mgmt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI83.01%
- Corporations / Businesses7.39%
- Individuals5.04%
- Charitable Organizations4.42%
- Pension & Profit Sharing Plans0.14%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Pinnacle West Asset Management Inc. is a small, SEC-registered advisory firm that has been operating since 1991. The firm is privately owned and charges clients on a percentage-of-assets basis. Its client mix includes both individual/family investors and institutional clients, and its stated advisory activities focus on discretionary portfolio management for individuals, small businesses, and organizations. Pinnacle West does not identify as an active ESG investor, is not a multi-state adviser, and does not present itself as a pension consultant. The firm lists an industry affiliation as an accountant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities64%
- Public Funds/Mutual Funds14%
- US Government Bonds8%
- Cash & Cash Equivalents8%
- Investment Grade Corp Bonds5%
Owners & executives
1 of 1TOM CREAGER
Chief Investment OfficerCRD 4353051
Contacts
3 of 3Arin Wesnitzer
Portfolio ManagerCRD 7655028
Lane Hunsicker
Portfolio ManagerCRD 7015247
ROGER WESNITZER
TreasurerCRD 4472812
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CASPER, WY
NATRONA
Location
CASPER, WY
Headquartered in CASPER, WY, in the West of the United States.
- Region
- West
- County
- NATRONA
- Address
- 152 N Durbin St
- Time zone
- MT (UTC-7)
- Office locations
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