1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2RUTHERFORD ASSET PLANNING, INC.

Map pinTAMPA, FL
Phone813-343-4501
NotebookSEC #801-62324
Total AUM
$181.3M
Employees
2
Clients
77

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
14105 STILTON STREET
TAMPA
FL 33626
United States
Operating Hours
9:00 A.M. -5:00 P.M.
Monday - Friday
Phone
813-343-4501

ReceiptFinancials

Total AUM
$181.3M
Accounts
254
Discretionary
$181.3M
Accounts
254
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
36
AUM
$17.2M
HNW Individual Clients
41
AUM
$164.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLANYTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account