Pinnacle West Asset Management Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$229,500,196
Total clients
88
50% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
29
Average account size
$2,607,957
About
Pinnacle West Asset Management is an SEC-registered investment management and research firm that provides discretionary portfolio management to individuals, families, trusts, business entities, charitable foundations, and pension and profit‑sharing plans. The firm manages about $229.5 million across roughly 88 client relationships, and typically works with higher‑net‑worth households with a $500,000 account threshold (with exchange‑traded index options recommended for smaller allocations).
The firm follows a disciplined, long‑term, buy‑and‑hold investment philosophy centered on strategic asset allocation and customized portfolios; equity selections emphasize large‑capitalization, fundamentally sound companies while fixed‑income holdings are laddered and limited to investment‑grade maturities. Pinnacle documents client assumptions in an engagement memorandum, operates with full discretionary trading authority, and provides quarterly reporting with at least semiannual formal account reviews.
What is uncommon for firms of this size is Pinnacle’s material relationships with local accounting firms and the integration of accounting expertise within the firm’s principals, including an inactive CPA and contract accounting activities, reflecting a closer adviser–accountant linkage than is typical. Additional notable practices include declining proxy‑voting authority, not participating in wrap fee programs, and a policy that generally does not permit clients to impose restrictions on specific securities.
Client services
Fee options
Variable rates by asset type: Cash and cash equivalents 0.25%; Fixed income securities 0.25%; Equity securities 1.00%; Equity income securities 1.00%; Exchange traded index shares 0.50%; Mutual funds 0.50%
Account minimum: $500,000 Minimum fee: $100 per household minimum fee Fee-only: Fees calculated annually based on asset type percentages, billed quarterly in arrears, deducted from client assets.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Pinnacle West Asset Management Inc
152 N. Durbin Street, Suite 400
Casper WY 82601, United States
Number of offices
1
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