Personal Asset Management

Personal Asset Management (CRD# 136619) is a financial advisory firm headquartered in Saint Petersburg, FL. They manage $15,000,000 in 88 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
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.


Financial Advisors at Personal Asset Management
Showing 1 - 1 of 1 top financial advisors.
Dena M. Minning
CRD#: 1395973
5462 Central Ave, Saint Petersburg, FL 33707

Dena Minning (CRD# 1395973) is an Investment Advisor Representative working at Personal Asset Management in Saint Petersburg, FL and has over 22 years of experience in the finance industry. Dena Minning has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.