PENINSULA ASSET MANAGEMENT INC
Bradenton, FL
AUM
$284.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(941) 748-8680
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
9 advisers found
PULLEN INVESTMENT MANAGEMENT
Bradenton, FL
AUM
$221.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
941-361-2195
SETCHFIELD ASSET MANAGEMENT
Bradenton, FL
AUM
$192.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
303-627-1099
WILLIAMS WEALTH MANAGEMENT GROUP, INC.
Bradenton, FL
AUM
$161.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
941-756-4500
LIFESTYLE FREEDOM ADVISORY GROUP, LLC
Bradenton, FL
AUM
$156.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
941-914-9422
MONARCH ASSET MANAGEMENT LLC
Bradenton, FL
AUM
$75.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(941) 361-1212
PARKER FINANCIAL PLANNING, LLC.
Bradenton, FL
AUM
$11.6M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Subscription fees +1 more
(941) 564-6141
ASSURITY WEALTH MANAGEMENT
Bradenton, FL
AUM
$3.7M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
941-739-5006
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