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RUTHERFORD ASSET PLANNING, INC.
14105 Stilton Street
Tampa, Florida 33626
Tel: 813-343-4501
About RUTHERFORD ASSET PLANNING, INC.
RUTHERFORD ASSET PLANNING, INC, formally registered with the SEC as RUTHERFORD ASSET PLANNING, INC. The firm was established in 09/17/2003. They have over 1 offices throughout the country.
RUTHERFORD ASSET PLANNING, INC. is a Tampa, Florida based Financial Planning firm with nearly $172,471,747 assets under management, offering retirement planning & investment advisory services to 257 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 128036 |
| SEC# | 801-62324 |
| Assets Managed by Firm | $172,471,747 |
| No. of Clients | 257 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 257 | $172,471,747 |
| Individuals (other than high net worth individuals) | 41 | $21,041,664 |
| High net worth individuals | 36 | $151,430,083 |
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