Overview
Assets Under Management: $172 million
Headquarters: TAMPA, FL
High-Net-Worth Clients: 36
Average Client Assets: $4 million
Frequently Asked Questions
RUTHERFORD ASSET PLANNING, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #128036), RUTHERFORD ASSET PLANNING, INC. is subject to fiduciary duty under federal law.
RUTHERFORD ASSET PLANNING, INC. is headquartered in TAMPA, FL.
RUTHERFORD ASSET PLANNING, INC. serves 36 high-net-worth clients according to their SEC filing dated January 14, 2025. View client details ↓
According to their SEC Form ADV, RUTHERFORD ASSET PLANNING, INC. offers financial planning and portfolio management for individuals. View all service details ↓
RUTHERFORD ASSET PLANNING, INC. manages $172 million in client assets according to their SEC filing dated January 14, 2025.
According to their SEC Form ADV, RUTHERFORD ASSET PLANNING, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.80
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 257
Discretionary Accounts: 257
Regulatory Filings
CRD Number: 128036
Last Filing Date: 2025-01-14 00:00:00
Website: https://gmail.com