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| Pinnacle West Asset Management Inc
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|
|---|---|
| CRD # | 106527 |
| SEC # | 801-40271 |
| CIK # | 0001975730 |
| AUM | $229.5 M (2025-03-22) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 307-235-3300 |
| Address | 152 N Durbin Street Casper, WY 82601 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($k) | |
|---|---|---|---|
| Microsoft Corp | 12.1 | ||
| Apple Inc | 7.8 | ||
| Nvidia Corp | 4.6 | ||
| Amazon Com Inc | 4.2 | ||
| J P Morgan Chase & Co | 4.2 | ||
| Facebook Inc | 4.2 | ||
| Lilly Eli & Co | 3.4 | ||
| Williams Companies Inc | 3.4 | ||
| Home Depot Inc | 3.3 | ||
| Wal Mart Stores Inc | 3.1 | ||
| View All | |||
| Holdings by Sector ($k) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 44 | 14.1 |
| (b) Individuals (high net worth individuals) | 44 | 188.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.3 |
| (h) Charitable organizations | 3 | 10.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 16.7 |
| (n) Other | 0 | 0.0 |
| Total | 221 | 229.5 |
| By Discretionary | ||
| Discretionary | 221 | 229.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 221 | 229.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 228.8 | |
| Total | 221 | 229.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001975730] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Stolz & Associates PS
✚
|
WA | 0.2 |
|
International Private Wealth Advisors LLC
✚
|
CA | 0.2 |
|
Atlatl Advisers LLC
✚
|
WI | 0.2 |
|
KDT Advisors LLC
✚
|
NY | 0.2 |
|
Hansen & Associates Financial Group Inc
✚
|
CA | 0.2 |
|
Hurley Capital LLC
✚
|
NY | 0.2 |
|
Westpark Wealth Advisors Inc
✚
|
TX | 0.2 |
|
Antoine Williams & Associates Wealth Management LLC
✚
|
VT | 0.2 |
|
AFG Fiduciary Services Limited Partnership
✚
|
MA | 0.2 |
|
Bright Wealth Management LLC
✚
|
TX | 0.2 |