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Peninsula Asset Management Inc

● SEC registered since 1982CRD 108600SEC# 801-17065Bradenton, FL
Export (members)
Reg. AUM
$272M
Employees
3
Accounts
367
Location
Bradenton, FL

Peninsula Asset Management Inc assets under management

Peninsula Asset Management Inc is an SEC-registered investment adviser based in Bradenton, FL. The firm has been registered since 1982. It reports $272 million in regulatory assets under management and employs 3 people.

Peninsula Asset Management Inc owners & executives

3 reported
NameTitleOwnershipSince
Brian Scott Miller ControlSenior Vice President & Chief Compliance Officer25-50%1998
Daniel Robert Chappie ControlSenior Vice President25-50%2004
William Erastus Middlebrooks ControlPresident25-50%1982

Frequently asked questions

How much does Peninsula Asset Management Inc manage?

Peninsula Asset Management Inc reports $272 million in regulatory assets under management on its Form ADV.

How many employees does Peninsula Asset Management Inc have?

Peninsula Asset Management Inc reports 3 employees.

Where is Peninsula Asset Management Inc located?

Peninsula Asset Management Inc is based in Bradenton, FL and has been SEC-registered since 1982.

Does Peninsula Asset Management Inc disclose fund performance?

Peninsula Asset Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1001 3rd Avenue West, Suite 220, Bradenton, FL 34205
Phone(941) 748-8680
Fax(941) 748-2654
Office hours9:00 - 5:00
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$266M
Non-discretionary$6M
Total (RAUM)$272M