PINNACLE WEST ASSET MANAGEMENT INC
CRD #106527 SEC #801-40271 CASPER, WY 307-235-3300
SEC Registered
Total AUM
$229.5M
Discretionary
$229.5M
Employees
3
Clients
--
Accounts
221
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $229.5M | $229.5M | $0 | 3 | 0 |
| Feb 2024 | $201.5M | $201.5M | $0 | 3 | 0 |
| Mar 2023 | $168.3M | $168.3M | $0 | 3 | 0 |
| Nov 2022 | $151M | $151M | $0 | 2 | 0 |
| Feb 2022 | $151M | $151M | $0 | 2 | 0 |
| Mar 2021 | $134M | $134M | $0 | 2 | 0 |
| Jun 2020 | $130M | $130M | $0 | 2 | 0 |
| Feb 2020 | $130M | $130M | $0 | 2 | 0 |
| Mar 2019 | $104.1M | $104.1M | $0 | 2 | 0 |
| Mar 2018 | $90M | $90M | $0 | 1 | 0 |
| Mar 2018 | $90M | $90M | $0 | 1 | 0 |
| Sep 2017 | $74.9M | $74.9M | $0 | 1 | 26 |
| Mar 2014 | $65.2M | $65.2M | $0 | 1 | 26 |
DateMar 2025
Total AUM$229.5M
Discretionary$229.5M
Non-Disc.$0
Employees3
Clients0
DateFeb 2024
Total AUM$201.5M
Discretionary$201.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$168.3M
Discretionary$168.3M
Non-Disc.$0
Employees3
Clients0
DateNov 2022
Total AUM$151M
Discretionary$151M
Non-Disc.$0
Employees2
Clients0
DateFeb 2022
Total AUM$151M
Discretionary$151M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$134M
Discretionary$134M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees2
Clients0
DateFeb 2020
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$104.1M
Discretionary$104.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2018
Total AUM$90M
Discretionary$90M
Non-Disc.$0
Employees1
Clients0
DateMar 2018
Total AUM$90M
Discretionary$90M
Non-Disc.$0
Employees1
Clients0
DateSep 2017
Total AUM$74.9M
Discretionary$74.9M
Non-Disc.$0
Employees1
Clients26
DateMar 2014
Total AUM$65.2M
Discretionary$65.2M
Non-Disc.$0
Employees1
Clients26