Peninsula Asset Management, Inc. is a long-standing independent, SEC-registered fee-only fiduciary investment advisory firm (Firm CRD# 108600, SEC File #801-17065) located on 3rd Avenue West in Downtown Bradenton, Manatee County, Florida. Led by President William E. Middlebrooks (Individual CRD# 1121285), Senior Vice President and Portfolio Manager Daniel R. Chappie, CFP®, CFA® (Individual CRD# 1487573), and Senior Vice President and Chief Compliance Officer Brian S. Miller (Individual CRD# 1702414), the firm has provided disciplined equity and fixed-income portfolio management, retirement income distribution planning, and fiduciary trust and estate investment management to Manatee County retirees and multi-generational families since 1982.
Official Verification Sources: SEC Investment Adviser Public Disclosure (Peninsula Asset Management, Inc.); SEC IAPD Individual Profile (Daniel R. Chappie, CFP®, CFA®); SEC IAPD Individual Profile (William E. Middlebrooks); Peninsula Asset Management Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-17065; Peninsula Asset Management, Inc. (CRD #108600) is an independent, fee-only SEC-registered fiduciary Investment Adviser located at 1001 3rd Ave W, Ste 220, Bradenton, FL 34205.
Issuer: CFA Institute / CFP Board / SEC IAPD
Notes: Led by President William E. Middlebrooks (CRD #1121285), Senior VP Daniel R. Chappie, CFP®, CFA® (CRD #1487573), and Senior VP & Chief Compliance Officer Brian S. Miller (CRD #1702414).
Factual details and direct answers about Peninsula Asset Management, Inc.'s services, licensing, and credentials.
How long has Peninsula Asset Management served Bradenton retirees as an SEC-registered fiduciary?
Peninsula Asset Management, Inc. (Firm CRD #108600, SEC File #801-17065) has operated as an SEC-registered fiduciary Investment Adviser since 1982, making it one of the longest-established independent advisory firms in Manatee County.
Who leads the investment and financial planning team at Peninsula Asset Management?
The firm is led by President William E. Middlebrooks (CRD #1121285), Senior Vice President Daniel R. Chappie, CFP®, CFA® (CRD #1487573)—who holds both Chartered Financial Analyst® and Certified Financial Planner™ credentials—and Senior VP/CCO Brian S. Miller (CRD #1702414).
Where is Peninsula Asset Management located in Downtown Bradenton?
The firm's offices are located in Downtown Bradenton at 1001 3rd Avenue West, Suite 220, Bradenton, Florida 34205, just blocks from the Manatee County Judicial Center and Riverwalk.
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