Be advised. This firm is no longer registered.

Peninsula Family Office LLC

Peninsula Family Office LLC (CRD# 146954) is a financial advisory firm headquartered in , . They manage $7,701,000 in 9 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    9
    ACCOUNTS
  • Average Account Value
    $855,667
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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Peninsula Family Office LLC
No Advisor Found.
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