$181.3M Total AUM
$181.3M Disc. AUM
4.4% 3Y CAGR
2 Employees
154 ADV. Clients
29 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-01-1997
- Office Locations
- 1
Office Locations
14105 Stilton Street Tampa FL
About Rutherford Asset Planning, Inc.
Rutherford Asset Planning is a Tampa, FL-based RIA providing personalized, fee-only financial planning and ongoing asset management. The firm emphasizes objective, no-commission guidance focused on client goals and long-term financial security, with portfolio construction that can include ETFs and mutual funds. Custody is held with Charles Schwab.
Team overview
55 AVG AGE
$181.3M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
25.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
29yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
KEITH ANTHONY AMBURGEY
Chief Compliance Officer, Chief Executive Officer, Managing Director
- CRD
- #2313912
- Ownership
- 50% but less than 75%
Available
Available
Available
R
RONALD KYLE RUTHERFORD
--
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 3 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $181,313,080 | $713,831 |
| Non-Discretionary | $0 | -- |
| Total | $181,313,080 | $713,831 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
Continue browsing