Peninsula Asset Management Inc
Legal Name: PENINSULA ASSET MANAGEMENT INC
Full Contact Details
Peninsula Asset Management Inc
1001 3RD AVENUE WEST, SUITE 220, BRADENTON, FL
(941) 748-8680
(941) 748-2654
Other Info
Peninsula Asset Management Inc, legally known as PENINSULA ASSET MANAGEMENT INC, is a Florida-based corporation with a team of four employees, two of whom serve in advisory roles. While the number of clients served is unknown, the firm's SEC status is reported as approved and it has been registered since April 27, 1982.
Financial Planners | Bradenton, FL | Peninsula Asset Management
The Financial Planners at Peninsula Asset Management help clients build their investment portfolios. To learn more, call us in Bradenton, FL, at 941-748-8680.
Direct Owners
-
BRIAN SCOTT MILLER
SENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%
-
DANIEL ROBERT CHAPPIE
SENIOR VICE PRESIDENT owns more than 25% but less than 50%
-
WILLIAM ERASTUS MIDDLEBROOKS
PRESIDENT owns more than 25% but less than 50%
Top Holdings
- ISHARES INC CORE MSCI EMKT $5,431k
- ISHARES TR CORE MSCI EAFE $2,742k
- SPDR S&P 500 ETF TR TR UNIT $1,363k
- DISNEY WALT CO $514k
- ISHARES $375k
- SOUTHERN CO $364k
- BECTON DICKINSON $255k
- SPDR GOLD TR GOLD $253k
- INTL BUSINESS MCHN $250k
- LOWES CO $232k