Dena Mae Minning
DM
CFA · CFP

Dena Mae Minning

29 Years of Experience

Firm Information

Dena Mae Minning
Compensation
Fee-Only (AUM)
Firm Size
3 advisors
Compensation
Fee-Only (AUM)
Number of Advisors
3 advisors
Number of Clients
18 clients
Average Client Portfolio
$4.3M average
Assets Under Management
$77.5M
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Advisor Information

Office location

5462 Central Ave, St Petersburg, FL, 33707

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Dena Mae Minning
DM
Contact
Dena Mae Minning
Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Dena is the President and co-manager of Paradise Prop LLC, a residential rental real estate investment, spending minimal time on management and leasing. She is also an officer (Sec/Treas) for her husband's hydrogeology consulting firm, RC Minning & Assoc, dedicating minimal time to strategy.

Employment History
Current Registrations
Vioni Capital Management, LLC
August 2014 - Present · 11 yrs 5 mos
Personal Asset Management
October 2005 - Present · 20 yrs 3 mos
Previous Registrations
Merrill Lynch Investment Managers LP
September 1995 - May 2005 · 9 yrs 8 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.
Additional Information

Dena Minning is President and Senior Portfolio Manager for Personal Asset Management. She has more than 20 years industry experience and credentials commensurate with a life-long career in financial services. Dena has worked in a wide range of financial service firms, including banks, brokers and trust companies. She spent the majority of her time as a Portfolio Manager, managing high net worth investors' portfolios as part of Merrill Lynch's discretionary asset management division. Dena has an MBA and has earned designations as a Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP) and Certified Senior Advisor (CSA). She is active in AARP, the Suncoast Estate Planning Council and her local civic association.

Dena Mae Minning
DM
Contact
Dena Mae Minning