PENINSULA ASSET MANAGEMENT INC
  • PENINSULA ASSET MANAGEMENT INC

Adviser Profile

As of Date 03/27/2026
Registration SEC, Approved, 04/27/1982
ADV Location BRADENTON, FL, United States
Contact Info (94 xxxxxxx
Websites
AUM* 284,122,060 11%
of that, discretionary 280,384,949 12%
Number of Employees 4 33%
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 1,495,379 12%
% High Net Worth 40.74% 11%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

284M 244M 203M 162M 122M 81M 41M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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