PENINSULA ASSET MANAGEMENT INC
CRD #108600 SEC #801-17065 BRADENTON, FL (941) 748-8680
SEC Registered
Total AUM
$272M
Discretionary
$266M
Employees
3
Clients
--
Accounts
367
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $272M | $266M | $6M | 3 | 0 |
| Mar 2024 | $256.1M | $250.1M | $6M | 3 | 0 |
| Mar 2023 | $246.4M | $240.7M | $5.7M | 4 | 0 |
| Apr 2022 | $290.6M | $284.1M | $6.5M | 4 | 0 |
| Mar 2021 | $254.6M | $248M | $6.6M | 4 | 0 |
| Jun 2020 | $241.5M | $234.6M | $6.9M | 4 | 0 |
| Mar 2020 | $241.5M | $234.6M | $6.9M | 4 | 0 |
| Mar 2019 | $207.8M | $202M | $5.7M | 4 | 0 |
| Mar 2018 | $227.7M | $221.4M | $6.3M | 5 | 0 |
| Mar 2017 | $204.8M | $198.7M | $6.2M | 6 | 400 |
| Mar 2016 | $197.2M | $190.3M | $6.9M | 6 | 400 |
| Mar 2015 | $202.5M | $195.6M | $6.9M | 6 | 400 |
| Mar 2014 | $196.4M | $189.6M | $6.8M | 6 | 400 |
| Mar 2013 | $178.7M | $171.8M | $6.9M | 6 | 400 |
| Mar 2012 | $171.7M | $163.3M | $8.4M | 6 | 400 |
| Mar 2011 | $162.2M | $154.1M | $8.1M | 10 | -- |
| Mar 2008 | $204.7M | $188.4M | $16.4M | 10 | -- |
| Mar 2007 | $208.3M | $190.6M | $17.7M | 10 | -- |
| Mar 2004 | $211.5M | $192.4M | $19.1M | 10 | -- |
| Mar 2002 | $242.3M | $223.6M | $18.8M | -- | -- |
| Nov 2001 | $275M | $251.2M | $23.8M | -- | -- |
| Jul 2001 | $275M | $251.2M | $23.8M | -- | -- |
DateMar 2025
Total AUM$272M
Discretionary$266M
Non-Disc.$6M
Employees3
Clients0
DateMar 2024
Total AUM$256.1M
Discretionary$250.1M
Non-Disc.$6M
Employees3
Clients0
DateMar 2023
Total AUM$246.4M
Discretionary$240.7M
Non-Disc.$5.7M
Employees4
Clients0
DateApr 2022
Total AUM$290.6M
Discretionary$284.1M
Non-Disc.$6.5M
Employees4
Clients0
DateMar 2021
Total AUM$254.6M
Discretionary$248M
Non-Disc.$6.6M
Employees4
Clients0
DateJun 2020
Total AUM$241.5M
Discretionary$234.6M
Non-Disc.$6.9M
Employees4
Clients0
DateMar 2020
Total AUM$241.5M
Discretionary$234.6M
Non-Disc.$6.9M
Employees4
Clients0
DateMar 2019
Total AUM$207.8M
Discretionary$202M
Non-Disc.$5.7M
Employees4
Clients0
DateMar 2018
Total AUM$227.7M
Discretionary$221.4M
Non-Disc.$6.3M
Employees5
Clients0
DateMar 2017
Total AUM$204.8M
Discretionary$198.7M
Non-Disc.$6.2M
Employees6
Clients400
DateMar 2016
Total AUM$197.2M
Discretionary$190.3M
Non-Disc.$6.9M
Employees6
Clients400
DateMar 2015
Total AUM$202.5M
Discretionary$195.6M
Non-Disc.$6.9M
Employees6
Clients400
DateMar 2014
Total AUM$196.4M
Discretionary$189.6M
Non-Disc.$6.8M
Employees6
Clients400
DateMar 2013
Total AUM$178.7M
Discretionary$171.8M
Non-Disc.$6.9M
Employees6
Clients400
DateMar 2012
Total AUM$171.7M
Discretionary$163.3M
Non-Disc.$8.4M
Employees6
Clients400
DateMar 2011
Total AUM$162.2M
Discretionary$154.1M
Non-Disc.$8.1M
Employees10
Clients--
DateMar 2008
Total AUM$204.7M
Discretionary$188.4M
Non-Disc.$16.4M
Employees10
Clients--
DateMar 2007
Total AUM$208.3M
Discretionary$190.6M
Non-Disc.$17.7M
Employees10
Clients--
DateMar 2004
Total AUM$211.5M
Discretionary$192.4M
Non-Disc.$19.1M
Employees10
Clients--
DateMar 2002
Total AUM$242.3M
Discretionary$223.6M
Non-Disc.$18.8M
Employees--
Clients--
DateNov 2001
Total AUM$275M
Discretionary$251.2M
Non-Disc.$23.8M
Employees--
Clients--
DateJul 2001
Total AUM$275M
Discretionary$251.2M
Non-Disc.$23.8M
Employees--
Clients--