Peninsula Asset Management Inc
Answer a few questions and
get matched with an advisor.
Learn more about Peninsula Asset Management Inc
Overview
Peninsula Asset Management Inc operates as an advisory firm located in Bradenton, Florida. The company oversees $246.4 million in assets under management over 387 accounts, making it a mid-tier financial advisory firm in the nation by assets under management (AUM). Peninsula Asset Management Inc has a small group, including 2 financial advisors. Peninsula Asset Management Inc is not a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer company to do so. Securities are defined as tradable fiscal investments like stocks, options and bonds.
Peninsula Asset Management Inc administers 380 of its accounts in a discretionary manner. Discretionary management signifies that transaction choices for the client's account are made by an investment advisor without requiring client authorization. The company also administers seven non-discretionary accounts totaling $5.7 million in assets. The advisory firm's typical account size is $636,732. An average advisor at Peninsula Asset Management Inc manages around 194 client accounts.
The firm's central office is located at 1001 3Rd Avenue West, Bradenton, Florida 34205. Peninsula Asset Management Inc is permitted to provide services to clients throughout a few states, including California, Florida, Georgia, Louisiana, Missouri, North Carolina and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Peninsula Asset Management Inc by the Numbers
$246.4 million
4
387
$636.7 thousand
Fee Structure
Fees charged by financial advisors usually are based on which services the firm provides the client. Fees charged by Peninsula Asset Management Inc typically consist of the following fee structure: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are provided by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It caters to retail investors and high net worth investors. Out of its 387 clients, Peninsula Asset Management Inc's biggest client group by number of accounts is retail investors, though it also caters to 90 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 in AUM or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's customers are from outside of the U.S.
- High-Net-Worth Individuals* - 45.45%
- Other Individuals - 54.55%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Peninsula Asset Management Inc does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
Financial Advisors at Peninsula Asset Management Inc
Bradenton, FL
Bradenton, FL
Bradenton, FL
Bradenton, FL
Not sure which advisor is right for you? Use our matching tool
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Click here to find your advisor matches today
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.