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ROBERT BISHOP FINANCIAL PLANNING & SERVICES
ROBERT THOMAS BISHOP III
CRD 142192
4326 EL PRADO BLVD., SUITE #3, TAMPA, FL, 33629, United States
Phone
813-837-7000
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$9.3M
Discretionary AUM
$9.3M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-03-29
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $5.0M |
| High net worth individuals | 3 | $4.3M |
All web addresses on file
Official SEC filing: View on IAPD