Peninsula Family Office LLC

Peninsula Family Office LLC (CRD# 146954) is a financial advisory firm headquartered in , . They manage $8,700,000 in 7 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $1,242,857
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Peninsula Family Office LLC
Showing 1 - 1 of 1 top financial advisors.
1
Bradford J. Miller
CRD#: 862076
Menlo Park, CA
100
Wealthminder
score

Bradford Miller (CRD# 862076) is an Investment Advisor Representative working at Peninsula Family Office LLC in Menlo Park, CA and has over 36 years of experience in the finance industry.

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