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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail
- Platforms
- Frontier valueBeacon glacier
- Established Date
- 10-12-2005
- Office Locations
- 1
Office Locations
About Personal Asset Management
Personal Asset Management is an independent, conflict-free investment manager in St. Petersburg, FL, led by Senior Manager Dena Minning. The firm builds common-sense, customized portfolios with transparent fees and a client-chosen level of involvement. It provides ongoing investment management and planning support (including portfolio construction and estate/financial planning) with an ETF- and index-oriented, asset-allocation approach; custody is via Merrill Lynch.
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Owner & Executives
DENA MAE MINNING
Managing Member, Portfolio Manager, Senior Manager
- CRD
- #1395973
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,000,000 | -- |
| Non-Discretionary | $1,000,000 | -- |
| Total | $33,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $33,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,385,919,317 | 29.7% |
| U.S. Government/Agency | $1,783,414,439 | 22.2% |
| Cash | $1,301,410,537 | 16.2% |
| Corporate - Investment Grade | $2,088,683,578 | 26.0% |
| Municipal Bonds | $473,970,504 | 5.9% |
| Total | $8,033,398,375 | 100.0% |