Peninsula Asset Management Inc.

Peninsula Asset Management Inc. (CRD# 108600) is a financial advisory firm headquartered in Bradenton, FL. They manage $256,123,529 in 191 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
1001 3rd Avenue West, Suite 220, Bradenton, FL 34205
http://www.peninsulaasset.com
By the Numbers
  • Total Assets Under Management
    256
    MILLION
  • Total Number of Accounts
    191
    ACCOUNTS
  • Average Account Value
    $1,340,961
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, LA, MO, NC, TX

Financial Advisors at Peninsula Asset Management Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Daniel Chappie, financial advisor Bradenton FL
Daniel R. Chappie
CRD#: 1487573
1111 Third Avenue West, Suite 340, Bradenton, FL 34203

Daniel Chappie (CRD# 1487573) is an Investment Advisor Representative working at Peninsula Asset Management Inc. in Bradenton, FL and has 1 year of experience in the finance industry.

2
William Middlebrooks, financial advisor Bradenton FL
William E. Middlebrooks
CRD#: 1121285
1111 Third Avenue W., Suite 340, Bradenton, FL 34205

William Middlebrooks (CRD# 1121285) is an Investment Advisor Representative working at Peninsula Asset Management Inc. in Bradenton, FL and has over 27 years of experience in the finance industry.

3
Brian Miller, financial advisor Bradenton FL
Brian S. Miller
CRD#: 1702414
1111 Third Avenue West, Suite 340, Bradenton, FL 34205

Brian Miller (CRD# 1702414) is an Investment Advisor Representative working at Peninsula Asset Management Inc. in Bradenton, FL and has over 36 years of experience in the finance industry.

4
Robert Miller, financial advisor Bradenton FL
Robert L. Miller
CRD#: 3004264
1111 Third Avenue W, Suite 340, Bradenton, FL 34203

Robert Miller (CRD# 3004264) is an Investment Advisor Representative working at Peninsula Asset Management Inc. in Bradenton, FL and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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