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William Erastus Middlebrooks

PENINSULA ASSET MANAGEMENT INC·BRADENTON, Florida
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1001 3RD AVENUE WEST, BRADENTON, FL 34205CRD# 1121285Firm CRD# 108600
01

About

William Erastus Middlebrooks is a registered financial advisor based in BRADENTON, Florida, affiliated with PENINSULA ASSET MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
PENINSULA ASSET MANAGEMENT INC
PENINSULA ASSET MANAGEMENT INC
AUM
$256M
Regulatory assets under management
Employees
3
Total firm employees
Services
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1121285
Firm CRD# 108600
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William Erastus Middlebrooks offer?
William Erastus Middlebrooks specializes in Investment Management, Fee-Only Advisory. Contact their office in BRADENTON, Florida for a consultation.
What are William Erastus Middlebrooks's credentials?
William Erastus Middlebrooks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Erastus Middlebrooks located?
William Erastus Middlebrooks is based in BRADENTON, Florida, working with PENINSULA ASSET MANAGEMENT INC. Their office serves clients in the BRADENTON metropolitan area and surrounding communities.
How does William Erastus Middlebrooks charge for services?
William Erastus Middlebrooks's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PENINSULA ASSET MANAGEMENT INC?
PENINSULA ASSET MANAGEMENT INC has approximately 3 employees and manages $256M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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