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Building 2PINNACLE WEST ASSET MANAGEMENT INC

Map pinCASPER, WY
Phone307-235-3300
NotebookSEC #801-40271
Total AUM
$245.9M
Employees
3
Clients
98

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
152 N. DURBIN STREET
SUITE 400
CASPER
WY 82601
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
307-235-3300

ReceiptFinancials

Total AUM
$245.9M
Accounts
226
Discretionary
$245.9M
Accounts
226
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
39
AUM
$12.4M
HNW Individual Clients
46
AUM
$204.1M
Pension/Profit Sharing Plan Clients
1
AUM
$345.9K
Charitable Organization Clients
3
AUM
$10.9M
Corporation or Business Clients
9
AUM
$18.2M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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