Peninsula Asset Management Inc
Peninsula Asset Management Inc is an SEC-registered wealth manager in Bradenton, FL with $284.1M assets under management (AUM, regulatory AUM), +4% over one year. See who owns Peninsula Asset Management Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 108600, SEC 801-17065, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $284.1M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- Bradenton, FL
- Employees
- 4
- Clients
- 185
- CRD
- 108600
- Ownership
- HONG, DEREK, MICHAEL; CHAPPIE, DANIEL, ROBERT; MIDDLEBROOKS, WILLIAM, ERASTUS; MILLER, BRIAN, SCOTT; PERRY, TRUMAN, DOYLE
How much AUM does Peninsula Asset Management Inc have?
Peninsula Asset Management Inc reported $284.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Peninsula Asset Management Inc?
Disclosed owners and executives of Peninsula Asset Management Inc include HONG, DEREK, MICHAEL, CHAPPIE, DANIEL, ROBERT, MIDDLEBROOKS, WILLIAM, ERASTUS, MILLER, BRIAN, SCOTT, PERRY, TRUMAN, DOYLE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.