Top financial advisors in Casper, WY
We’ve curated a list of the best financial advisors in Casper, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$168,279,527
Number of advisors
3 advisors
| $168,279,527 | 3 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Casper, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Casper. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Pinnacle West Asset Management Inc
Pinnacle West Asset Management, Inc. is an investment management and research firm founded in 1991 in Casper, Wyoming, by Tom R. Creager and Roger W. Wesnitzer. The firm specializes in providing custom-designed investment portfolios tailored to meet specific client goals and objectives. Pinnacle employs a disciplined and systematic approach to achieve the highest risk-adjusted returns within defined investment objectives. The firm's investment philosophy focuses on proper asset allocation, long-term risk management, and the belief that market timing is not a successful long-term strategy. Pinnacle West Asset Management, Inc. has discretionary trading authority over client accounts and does not utilize leverage or margin for portfolio management. The firm's investment strategies include long-term holding of fundamentally sound companies for equities and preserving capital while generating income for fixed income investments. Client assets under management were approximately $168.3 million as of December 31, 2022. The minimum account size is $100,000, and fees are calculated annually and billed quarterly in arrears. Pinnacle West Asset Management, Inc. does not participate in wrap fee programs and does not receive performance-based fees. The firm acts as a fiduciary, placing client interests above its own and maintaining a culture of compliance and excellence. Clients are encouraged to review the firm's brochure for additional information.
$168,279,527 under management
3 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Casper, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Casper. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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