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RUTHERFORD ASSET PLANNING, INC.
CRD 128036 · SEC 801-62324
14105 STILTON STREET, TAMPA, FL, 33626, United States
Phone
813-343-4501
Fax
813-343-4508
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$181.3M
Discretionary AUM
$181.3M
Team
2 total employees; 1 advisory reps; 77 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-02-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 36 | $17.2M |
| High net worth individuals | 41 | $164.1M |
States served
LA, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD