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Home > Retirement Planners > florida > bradenton > PENINSULA ASSET MANAGEMENT INC
PENINSULA ASSET MANAGEMENT INC
1001 3rd Avenue West
Suite 220
Bradenton, Florida 34205
Tel: (941) 748-8680
About PENINSULA ASSET MANAGEMENT INC
PENINSULA ASSET MANAGEMENT INC, formally registered with the SEC as PENINSULA ASSET MANAGEMENT INC. The firm was established in 04/27/1982. They have over 1 offices throughout the country.
PENINSULA ASSET MANAGEMENT INC is a Bradenton, Florida based Financial Planning firm with nearly $256,123,529 assets under management, offering retirement planning & investment advisory services to 191 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108600 |
| SEC# | 801-17065 |
| Assets Managed by Firm | $256,123,529 |
| No. of Clients | 191 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Other (CHARITABLE ORGANIZATIONS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 191 | $256,123,529 |
| Individuals (other than high net worth individuals) | 117 | $51,378,712 |
| High net worth individuals | 70 | $199,487,993 |
| Pension and profit sharing plans | Fewer than 5 clients | $2,675,170 |
| Charitable organizations | Fewer than 5 clients | $2,581,654 |
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