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PERSONAL ASSET MANAGEMENT
PERSONAL ASSET MANAGEMENT, LLC
CRD 136619
5462 CENTRAL AVE, ST PETERSBURG, FL, 33707, United States
Phone
727-360-4499
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$33.0M
Discretionary AUM
$32.0M
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 38 | $33.0M |
All web addresses on file
Official SEC filing: View on IAPD