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Peninsula Asset Management Inc

EST. AUM
$284,122,060

CONTACTS
1

CLIENT ACCOUNTS
190

Firm Details

Metro area Tampa
CRD Number 108600
Website peninsulaasset.com
Client types

Overview

Peninsula Asset Management offers investment management services for Individuals, Trusts, IRA’s, Charities, Endowments, Foundations and Retirement Plans. The Firm is registered with the Securities and Exchange Commission in accordance with the Investment Advisors Act of 1940 and acts as a Fiduciary for all of its clients.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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