RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Florida
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 28, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
KING, ROBERT, EIDIRECTORNA
SANCHEZ, TAMMY, LISHAREHOLDERNA
SANCHEZ, TAMMY, LISHAREHOLDERNA
CHAPPIE, DANIEL, ROBERTISENIOR VICE PRESIDENTC Control
CHAPPIE, DANIEL, ROBERTISENIOR VICE PRESIDENTC Control
CHAPPIE, DANIEL, ROBERTISENIOR VICE PRESIDENTC Control
CHAPPIE, DANIEL, ROBERTISENIOR VICE PRESIDENTC Control
CHAPPIE, DANIEL, ROBERTISENIOR VICE PRESIDENTC Control
CHAPPIE, DANIEL, ROBERTISENIOR VICE PRESIDENTC Control
CHAPPIE, DANIEL, ROBERTISENIOR VICE PRESIDENTC Control
CHAPPIE, DANIEL, ROBERTISENIOR VICE PRESIDENTC Control
CHAPPIE, DANIEL, ROBERTISENIOR VICE PRESIDENTC Control
CHAPPIE, DANIEL, ROBERTISENIOR VICE PRESIDENTC Control
CHAPPIE, DANIEL, ROBERTISENIOR VICE PRESIDENTC Control
CHAPPIE, DANIEL, ROBERTISENIOR VICE PRESIDENTC Control
CHAPPIE, DANIEL, ROBERTISENIOR VICE PRESIDENTC Control
CHAPPIE, DANIEL, ROBERTISENIOR VICE PRESIDENTC Control
CHAPPIE, DANIEL, ROBERTISENIOR VICE PRESIDENTC Control
CHAPPIE, DANIEL, ROBERTISENIOR VICE PRESIDENTC Control
CHAPPIE, DANIEL, ROBERTISENIOR VICE PRESIDENTC Control
CHAPPIE, DANIEL, ROBERTISENIOR VICE PRESIDENTC Control
CHAPPIE, DANIEL, ROBERTISENIOR VICE PRESIDENTC Control
MIDDLEBROOKS, WILLIAM, ERASTUSIPRESIDENTC Control
MIDDLEBROOKS, WILLIAM, ERASTUSIPRESIDENTC Control
MIDDLEBROOKS, WILLIAM, ERASTUSIPRESIDENTC Control
MIDDLEBROOKS, WILLIAM, ERASTUSIPRESIDENTC Control
MIDDLEBROOKS, WILLIAM, ERASTUSIPRESIDENTC Control
MIDDLEBROOKS, WILLIAM, ERASTUSIPRESIDENTC Control
MIDDLEBROOKS, WILLIAM, ERASTUSIPRESIDENTC Control
MIDDLEBROOKS, WILLIAM, ERASTUSIPRESIDENTC Control
MIDDLEBROOKS, WILLIAM, ERASTUSIPRESIDENTC Control
MIDDLEBROOKS, WILLIAM, ERASTUSIPRESIDENTC Control
MIDDLEBROOKS, WILLIAM, ERASTUSIPRESIDENTC Control
MIDDLEBROOKS, WILLIAM, ERASTUSIPRESIDENTC Control
MIDDLEBROOKS, WILLIAM, ERASTUSIPRESIDENTC Control
MIDDLEBROOKS, WILLIAM, ERASTUSIPRESIDENTC Control
MIDDLEBROOKS, WILLIAM, ERASTUSIPRESIDENTC Control
MIDDLEBROOKS, WILLIAM, ERASTUSIPRESIDENTC Control
MIDDLEBROOKS, WILLIAM, ERASTUSIPRESIDENTC Control
MIDDLEBROOKS, WILLIAM, ERASTUSIPRESIDENTC Control
MIDDLEBROOKS, WILLIAM, ERASTUSIPRESIDENTC Control
MIDDLEBROOKS, WILLIAM, ERASTUSIPRESIDENTC Control
MIDDLEBROOKS, WILLIAM, ERASTUSIPRESIDENTC Control
MIDDLEBROOKS, WILLIAM, ERASTUSIPRESIDENTC Control
MILLER, BRIAN, SCOTTISENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICERC Control
MILLER, BRIAN, SCOTTISENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICERC Control
MILLER, BRIAN, SCOTTISENIOR VICE PRESIDENT & COMPLIANCE OFFICERC Control
MILLER, BRIAN, SCOTTISENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICERC Control
MILLER, BRIAN, SCOTTISENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICERC Control
MILLER, BRIAN, SCOTTISENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICERC Control
MILLER, BRIAN, SCOTTISENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICERC Control
MILLER, BRIAN, SCOTTISENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICERC Control
MILLER, BRIAN, SCOTTISENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICERC Control
MILLER, BRIAN, SCOTTISENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICERC Control
MILLER, BRIAN, SCOTTISENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICERC Control
MILLER, BRIAN, SCOTTISENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICERC Control
MILLER, BRIAN, SCOTTISENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICERC Control
MILLER, BRIAN, SCOTTISENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICERC Control
MILLER, BRIAN, SCOTTISENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICERC Control
MILLER, BRIAN, SCOTTISENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICERC Control
MILLER, BRIAN, SCOTTISENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICERC Control
MILLER, BRIAN, SCOTTISENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICERC Control
MILLER, BRIAN, SCOTTISENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICERC Control
PERRY, TRUMAN, DOYLEIDIRECTORC Control
ATHERTON, SUSANIVICE PRESIDENTB
ATHERTON, SUSANIVICE PRESIDENTB Control
ATHERTON, SUSANIVICE PRESIDENTB Control
HONG, DEREK, MICHAELIVICE PRESIDENTB
HONG, DEREK, MICHAELIVICE PRESIDENTB Control
HONG, DEREK, MICHAELISENIOR VICE PRESIDENTB Control
MILLER, BRIAN, SCOTTIVICE PRESIDENT & COMPLIANCE OFFICERB
MILLER, BRIAN, SCOTTIVICE PRESIDENT & COMPLIANCE OFFICERB Control
MILLER, BRIAN, SCOTTIVICE PRESIDENT & COMPLIANCE OFFICERB Control

Registrations

Federal

IA
Mar 28, 2025 REGISTERED

Notice Filings (7)

CA FL GA LA MO NC TX

Address

1001 3RD AVENUE WEST
SUITE 220
BRADENTON, FL 34205
United States
Phone: (941) 748-8680