Personal Asset Management

Personal Asset Management (CRD# 136619) is a financial advisory firm headquartered in Saint Petersburg, FL. They manage $32,000,000 in 110 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
5462 Central Ave, Saint Petersburg, FL 33707
http://www.personalam.com
By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    110
    ACCOUNTS
  • Average Account Value
    $290,909
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Personal Asset Management
Showing 1 - 1 of 1 top financial advisors.
1
Dena Minning, financial advisor Saint Petersburg FL
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 28 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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