PENINSULA ASSET MANAGEMENT INC
Firm details
- Headquarters
- BRADENTON, Florida
- CRD number
- 108600
- Registered since
- April 27, 1982
- Website
- www.peninsulaasset.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI79.08%
- Individuals19.12%
- Charitable Organizations1.73%
- Pension & Profit Sharing Plans0.07%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Peninsula Asset Management Inc. is a privately owned advisory firm that focuses on portfolio management for individuals and small businesses. The firm is structured as a corporation, has been SEC-registered since 1982, and bills clients on a percentage-of-AUM basis. Peninsula does not position itself as a capital allocator or a pension consultant, and it does not report active ESG investing or multi-state adviser status. Its client base is concentrated in individual and family relationships rather than institutional mandates.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- US Government Bonds16%
- Public Funds/Mutual Funds14%
- Cash & Cash Equivalents6%
- Investment Grade Corp Bonds4%
Contacts
3 of 3DANIEL CHAPPIE
Senior Vice PresidentCRD 1487573
BRIAN MILLER
Investment Advisor RepresentativeCRD 1702414
WILLIAM MIDDLEBROOKS
PresidentCRD 1121285
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 8Active vs passive
$39.2M in ETFs
100%
$39.2M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P MID-CAP ETF (IJH) | BlackRock | Passive | Mid Cap Blend | $21M | 311,370 | 53.63% |
Location
BRADENTON, FL
MANATEE
Location
BRADENTON, FL
Headquartered in BRADENTON, FL, anchoring the North Port-Sarasota, FL metro in the South.
- Metro area
- North Port-Sarasota, FL
- Region
- South
- County
- MANATEE
- Address
- 1001 3rd Ave W
- Time zone
- ET (UTC-5)
- Office locations
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