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PINNACLE WEST ASSET MANAGEMENT INC
CRD 106527File 801-40271
APPROVED
Retail clients
Filing as of Apr 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$245.9M
Below cohort median (national)
Discretionary AUM
$245.9M
Clients
98
226 accounts
Employees
3
Below cohort median in WY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Nov 26, 1991
- Principal office
- 152 N. DURBIN STREET, SUITE 400, CASPER, WY, 82601
- Phone
- 307-235-3300
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $245.9M
- Discretionary AUM
- $245.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 226
- Non-discretionary accounts
- 0
- Total accounts
- 226
- AUM per client
- $2.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 9 | $18.2M |
| Charitable organizations | 3 | $10.9M |
| High net worth individuals | 46 | $204.1M |
| Pension and profit sharing plans | 1 | $346K |
| Individuals (other than high net worth individuals) | 39 | $12.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.