PERSONAL ASSET MANAGEMENT

PERSONAL ASSET MANAGEMENT of ST PETERSBURG, FL is an SEC-registered investment adviser (CRD 136619). Regulatory assets under management: $33.0M.

Registration

• CRD: 136619
• Type: Registered investment adviser
• Location: 5462 CENTRAL AVE, ST PETERSBURG, FL, 33707
• Phone: 727-360-4499
• Latest filing: 2026-03-14
• Regulatory AUM: $33.0M
• Discretionary AUM: $32.0M
• Non-discretionary AUM: $1.0M
• Clients: 1
• Accounts: 37

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 136619 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search