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Personal Asset Management

Personal Asset Management. CRD 136619

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CRD: 136619

Personal Asset Management

ST Petersburg, FL, 33707
7273604499
$33.0M Total AUM
$32.0M Disc. AUM
-- 3Y CAGR
1 Employees
40 ADV. Clients
20 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Merrill Lynch
Clients
Retail
Platforms
Frontier valueBeacon glacier
Established Date
10-12-2005
Office Locations
1

Office Locations

5462 Central AVE ST Petersburg FL

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.

Team overview

62 AVG AGE
$33.0M AVG AUM / ADVISOR
$825.0K AVG AUM / CLIENT
20.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age

Insights

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Client Personas

Glacier

Custodian

Zenith

Investment Themes

Oak element Atlas

Investment Vehicles

Timber Eagle vital

Services

Delta Ember Beacon optima Vital

Technology

Timber Peak signal

Owner & Executives

DENA MAE MINNING

DENA MAE MINNING

Managing Member, Portfolio Manager, Senior Manager

CRD
#1395973
Ownership
75% or more
(460) 308-5828
atlas.glacier@fusioncapital.com
in linkedin.com/in/glacier-catalyst

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

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

$33.0M Total SMA
Equity - Exchange:
29.7%
U.S. Government/Agency:
22.2%
Cash:
16.2%
Corporate - Investment Grade:
26.0%
Municipal Bonds:
5.9%
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%

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