Institutional
    SEC Registered

    Pinnacle West Asset Management Inc

    Registered investment advisor · Casper, Wyoming · CRD #106527

    Assets Under Management
    $246M
    Client Accounts
    226
    Employees
    3
    CRD Number
    106527
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Pinnacle West Asset Management Inc

    Pinnacle West Asset Management Inc is a SEC-registered investment advisory firm headquartered in Casper, Wyoming, managing approximately $246M in regulatory assets across 226 client accounts. The firm's full regulatory record is filed with the SEC under CRD #106527.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Pinnacle West Asset Management Inc's AUM?

    Pinnacle West Asset Management Inc reports approximately $246M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Pinnacle West Asset Management Inc headquartered?

    Pinnacle West Asset Management Inc is headquartered in Casper, Wyoming.

    What is Pinnacle West Asset Management Inc's CRD number?

    Pinnacle West Asset Management Inc's CRD number is 106527. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Pinnacle West Asset Management Inc manage?

    Pinnacle West Asset Management Inc manages approximately 226 client accounts according to its latest SEC filing.

    Is Pinnacle West Asset Management Inc SEC registered?

    Yes, Pinnacle West Asset Management Inc is registered with the SEC as an investment adviser with an approved registration status.

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