PENINSULA ASSET MANAGEMENT INC

CRD 108600 · SEC 801-17065

1001 3RD AVENUE WEST, SUITE 220, BRADENTON, FL, 34205, United States

Phone

(941) 748-8680

Fax

(941) 748-2654

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$284.1M

Discretionary AUM

$280.4M

Team

4 total employees; 2 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-03-27

Disciplinary history

Services

Portfolio management (individuals)CHARITABLE ORGANIZATIONS

Type	Clients	AUM
Individuals	108	$54.3M
High net worth individuals	77	$224.7M

CA, GA, LA, NC, MO, TX, FL

Official SEC filing: View on IAPD