R
CRD: 142192
Robert Bishop Financial Planning & Services
$9.3M Total AUM
$9.3M Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-28-2006
- Office Locations
- 1
Office Locations
4326 EL Prado Blvd. Suite #3 Tampa FL
About Robert Bishop Financial Planning & Services
Robert Bishop Financial Planning & Services is a Tampa-based, independent fee-only RIA founded in 2006. The firm provides ongoing financial planning and investment management for individuals, emphasizing long-term, goals-based advice and portfolio construction. Public filings indicate a Schwab-custodied SMA mix centered on ETFs and cash.
Team overview
69 AVG AGE
$9.3M AVG AUM / ADVISOR
$402.8K AVG AUM / CLIENT
19.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
ROBERT THOMAS BISHOP III
Investment Advisor, President
- CRD
- #5235614
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,264,103 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,264,103 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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