Personal Asset Management

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

5462 Central Ave, Saint Petersburg, Flor...

Phone Number

(727) 360-4499

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Personal Asset Management

Personal Asset Management provides personal investment management services tailored for discerning investors seeking a conflict-free partnership. Led by Senior Manager Dena Minning, the firm emphasizes customized investment strategies, transparent fees, and a client-centric approach. Their target clients are individuals who prefer professional assistance in managing their portfolios and are concerned about the integrity of their financial advice. The company prides itself on being a fiduciary and a fee-only advisor, ensuring that clients' best interests are prioritized.Explore more
Popular SearchesPersonal Asset Management LLCPersonal Asset ManagementSIC Code 62,628NAICS Code 52,523Show more

Personal Asset Management Org Chart

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DM
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Personal Asset Management

<$5M
1-10
Private
-
-
DM
Dena MinningPortfolio Manager
<$5M
1-10
Private
-
1985
PH
Paul HortonPresident & Managing Director
<$5M
1-10
Private
-
1984
SH
Stephen HolmesExecutive Vice President
<$5M
11-50
Private
-
1999
TT
Terry TauPrivate Equity Principal
<$5M
11-50
Private
-
2004
MS
Michael ShellPresident & Chief Investment Officer & Portfolio Manager
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
<$5M
11-50
Private
-
2005
AP
Alexander PonchakPartner & Chief Financial Officer
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

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Activity Insights

Personal Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Personal Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Personal Asset Management.

Personal Asset Management Tech Stack

A closer look at the technologies used by Personal Asset Management

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Frequently Asked Questions Regarding Personal Asset Management

What is Personal Asset Management's official website?
Personal Asset Management's official website is www.personalam.com
What is Personal Asset Management's Revenue?
Personal Asset Management's revenue is <$5 Million
What is Personal Asset Management's SIC code?
Personal Asset Management's SIC: 62,628
What is Personal Asset Management's NAICS code?
Personal Asset Management's NAICS: 52,523
How many employees does Personal Asset Management have?
Personal Asset Management has 1-10 employees
What industry does Personal Asset Management belong to?
Personal Asset Management is in the industry of: Finance, Securities Trading
What is Personal Asset Management competition?
Personal Asset Management top competitors include: Journey Capital Advisers, Power Asset Management, Shell Capital Management, CoastEdge Partners
What technology does Personal Asset Management use?
Some of the popular technologies that Personal Asset Management uses are: Microsoft 365, Microsoft Exchange Online, Register.com Business Email Solutions
How do I contact Personal Asset Management?
Personal Asset Management contact info: Phone number: (727) 360-4499 Website: www.personalam.com
What does Personal Asset Management do?

Personal Asset Management provides personal investment management services tailored for discerning investors seeking a conflict-free partnership. Led by Senior Manager Dena Minning, the firm emphasizes customized investment strategies, transparent fees, and a client-centric approach. Their target clients are individuals who prefer professional assi... stance in managing their portfolios and are concerned about the integrity of their financial advice. The company prides itself on being a fiduciary and a fee-only advisor, ensuring that clients' best interests are prioritized.Read More

Is Personal Asset Management a public company?
Personal Asset Management is private company therefore does not currently have an official ticker symbol
See more information about Personal Asset Management

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