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 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
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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