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Rutherford Asset Planning, Inc.

● SEC registered since 2003CRD 128036SEC# 801-62324Tampa, FL
Export (members)
Reg. AUM
$181.3M
Employees
2
Accounts
254
Location
Tampa, FL

Rutherford Asset Planning, Inc. assets under management

Rutherford Asset Planning, Inc. is an SEC-registered investment adviser based in Tampa, FL. The firm has been registered since 2003. It reports $181.3 million in regulatory assets under management and employs 2 people.
www.rutherfordasset.comView on SEC.gov ↗

Rutherford Asset Planning, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Keith Anthony Amburgey ControlChief Executive Officer/Chief Compliance Officer50-75%2014
Ronald Kyle Rutherford ControlBoard Member25-50%1997
Suzzette Bagaybagayan Rutherford ControlPresident25-50%1997

Frequently asked questions

How much does Rutherford Asset Planning, Inc. manage?

Rutherford Asset Planning, Inc. reports $181.3 million in regulatory assets under management on its Form ADV.

How many employees does Rutherford Asset Planning, Inc. have?

Rutherford Asset Planning, Inc. reports 2 employees.

Where is Rutherford Asset Planning, Inc. located?

Rutherford Asset Planning, Inc. is based in Tampa, FL and has been SEC-registered since 2003.

Does Rutherford Asset Planning, Inc. disclose fund performance?

Rutherford Asset Planning, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address14105 Stilton Street, Tampa, FL 33626
Phone813-343-4501
Fax813-343-4508
Office hours9:00 a.m. -5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$181.3M
Non-discretionary$0
Total (RAUM)$181.3M