Pinnacle West Asset Management Inc

RIASEC RegisteredEst. 1991
Total AUM
$246M
Discretionary
$246M
100% of AUM
Avg account
$1.1M
Accounts
226
Employees
3
Advisory reps
4

Firm details

Headquarters
Casper, Wyoming
CRD number
106527
Registered since
November 26, 1991
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

FINTRX

Overview

Pinnacle West Asset Management Inc. is an independent, SEC‑registered registered investment adviser operating as a corporation and owned by an individual. The firm has been SEC-registered since 1991 and charges clients fees based on a percentage of assets under management. Its client base spans individuals and families as well as institutional and business clients. Advisory services center on discretionary portfolio management for individuals/small businesses and for businesses or institutions. Pinnacle West does not identify as an active ESG investor, is not a multi‑state or newly formed adviser, and does not act as a capital allocator. The firm lists an accountant among its industry affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 64%, Public Funds/Mutual Funds 14%, US Government Bonds 8%, Cash & Cash Equivalents 8%, Investment Grade Corp Bonds 5%, State & Local Bonds 1%64%
  • Exchange Traded Equities64%
  • Public Funds/Mutual Funds14%
  • US Government Bonds8%
  • Cash & Cash Equivalents8%
  • Investment Grade Corp Bonds5%

Owners & executives

1 of 1
  • Tom Creager

    Chief Investment OfficerCRD 4353051

Contacts

3 of 3
  • Arin Wesnitzer

    Arin Wesnitzer

    Portfolio ManagerCRD 7655028

  • Lane Hunsicker

    Portfolio ManagerCRD 7015247

  • Roger Wesnitzer

    TreasurerCRD 4472812

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth