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Building 2PENINSULA ASSET MANAGEMENT INC

Map pinBRADENTON, FL
Phone(941) 748-8680
NotebookSEC #801-17065
Total AUM
$284.1M
Employees
4
Clients
187

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1001 3RD AVENUE WEST
SUITE 220
BRADENTON
FL 34205
United States
Operating Hours
9:00 - 5:00
Monday - Friday
Phone
(941) 748-8680

ReceiptFinancials

Total AUM
$284.1M
Accounts
190
Discretionary
$280.4M
Accounts
188
Non-Discretionary
$3.7M
Accounts
2

ContactClients

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Individual Clients
108
AUM
$54.3M
HNW Individual Clients
77
AUM
$224.7M
Pension/Profit Sharing Plan Clients
1
AUM
$185.1K
Charitable Organization Clients
1
AUM
$4.9M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther Services
Other Services
CHARITABLE ORGANIZATIONS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGALAMONCTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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