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Building 2RUTHERFORD ASSET PLANNING INC

Map pinNAPLES, FL
Phone239-261-3344
NotebookSEC #801-26110
Total AUM
$55.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5150 TAMIAMI TRAIL NORTH
SUITE 204
NAPLES
FL 34103
USA
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
239-261-3344

ReceiptFinancials

Total AUM
$55.3M
Accounts
336
Discretionary
$51.2M
Accounts
279
Non-Discretionary
$4.1M
Accounts
57

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLNJNYPA

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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