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| Pinnacle West Asset Management Inc
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|
|
|---|---|
| CRD # | 106527 |
| SEC # | 801-40271 |
| CIK # | 0001975730 |
| AUM | $201.5 MM (2024-02-09) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 307-235-3300 |
| Address | 152 N Durbin Street Casper, WY 82601 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($1000's) | Value ($1000's) |
|---|---|---|---|
| MSFT | 1,918,222,418.5 | 11.0 | |
| AAPL | 2,382,844,009.6 | 8.4 | |
| NVDA | 399,550,000.0 | 4.2 | |
| LLY | 301,789,679.1 | 4.1 | |
| AMZN | 1,092,997,792.7 | 3.7 | |
| UNH | 477,003,969.8 | 3.6 | |
| JPM | 340,169,185.0 | 3.2 | |
| META | 434,852,041.8 | 3.1 | |
| HD | 277,647,998.7 | 3.0 | |
| AMGN | 130,083,025.7 | 3.0 | |
| View All | |||
| Holdings by Sector ($1000's) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 45 | 15.2 |
| (b) Individuals (high net worth individuals) | 42 | 162.6 |
| (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 | 9.5 |
| (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 | 8 | 13.9 |
| (n) Other | 0 | 0.0 |
| Total | 214 | 201.5 |
| By Discretionary | ||
| Discretionary | 214 | 201.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 214 | 201.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 200.8 | |
| Total | 214 | 201.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001975730] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Universal Financial Advisors LLC
✚
|
MO | 0.2 |
|
Pinnacle Wealth Advisors Inc
✚
|
OR | 0.2 |
|
Magnolia Capital Management Ltd
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|
NY | 0.2 |
|
Signature Financial Services Ltd
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|
IL | 0.2 |
|
Austerra Wealth Management LLC
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|
TX | 0.2 |
|
Integras Partners LLC
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|
GA | 0.2 |
|
Retirementadvice JKA
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|
CA | 0.2 |
|
Unison Asset Management LLC
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|
FL | 0.2 |
|
Milestone Investments Inc
✚
|
NC | 0.2 |
|
Monex Asset Management Inc
✚
|
TX | 0.2 |