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| Pinnacle West Asset Management Inc
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|---|---|
| CRD # | 106527 |
| SEC # | 801-40271 |
| CIK # | 0001975730 |
| AUM | 245.9 M (2026-04-01) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 307-235-3300 |
| Address | 152 N Durbin Street Casper, WY 82601 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($k) | |
|---|---|---|---|
| Apple Inc | 9.3 | ||
| Microsoft Corp | 8.7 | ||
| Nvidia Corp | 4.4 | ||
| J P Morgan Chase & Co | 4.0 | ||
| Lilly Eli & Co | 3.9 | ||
| Wal Mart Stores Inc | 3.7 | ||
| Amazon Com Inc | 3.7 | ||
| Williams Companies Inc | 3.7 | ||
| Alphabet Inc | 3.6 | ||
| Johnson & Johnson | 3.4 | ||
| View All | |||
| Holdings by Sector ($k) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 39 | 12.4 |
| (b) Individuals (high net worth individuals) | 46 | 204.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.3 |
| (h) Charitable organizations | 3 | 10.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 18.2 |
| (n) Other | 0 | 0.0 |
| Total | 226 | 245.9 |
| By Discretionary | ||
| Discretionary | 226 | 245.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 226 | 245.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 245.9 | |
| Total | 226 | 245.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001975730] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Julex Capital Management LLC
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MA | 246.7 M |
|
Taconic Advisors Inc
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|
McKinney Capital Management LLC
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TX | 246.1 M |
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The Professional Financial Company LLC
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UT | 246.1 M |
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Des Moines Investments LLC
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IA | 246.0 M |
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Hall Retirement Planning Services LLC
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TN | 246.0 M |
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Toro West Capital Advisors LLC
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CO | 245.7 M |
|
Global Wealth Management LLC
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|
NJ | 245.7 M |
|
RM Financial Services LLC
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|
ME | 245.4 M |
|
Cannon Wealth Management Services LLC
✚
|
NC | 245.2 M |