Peninsula Asset Management Inc

Assets $171.7M Large
Clients 416 Large
Advisors 11 Large
Address: 
1111 3rd Ave W
Ste 340
Bradenton, FL 34205
Phone:    (941) 748-8680

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As of 3.11.13

Client Types

Available client info by % of assets under management are as follows:

Client Type Percentage of Assets
Individuals 75
High Net Worth Individuals 25
Charitable Organizations 25

Client types are by firm and represent a percentage of assets under management. Client type information from Form ADV.

As of 3.11.13

States Where Peninsula Asset Management Inc Operates

Registered in CA, IL, MN, NY and WI.

While Peninsula Asset Management Inc is licensed to operate in 5 states, licenses for individual advisors may vary.

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