Rutherford Asset Planning, Inc.
Rutherford Asset Planning, Inc. is an SEC-registered ria in Tampa, FL with $181.3M assets under management (AUM, regulatory AUM), +5% over one year. See who owns Rutherford Asset Planning, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 128036, SEC 801-62324, data through 2026-02-04.
- AUM (assets under management / regulatory AUM)
- $181.3M (2026-02-04)
- Firm type
- Ria
- Location
- Tampa, FL
- Employees
- 2
- Clients
- 77
- CRD
- 128036
- Ownership
- RUTHERFORD, RONALD, KYLE; AMBURGEY, KEITH, ANTHONY; RUTHERFORD, SUZZETTE, BAGAYBAGAYAN
How much AUM does Rutherford Asset Planning, Inc. have?
Rutherford Asset Planning, Inc. reported $181.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-04).
Who owns Rutherford Asset Planning, Inc.?
Disclosed owners and executives of Rutherford Asset Planning, Inc. include RUTHERFORD, RONALD, KYLE, AMBURGEY, KEITH, ANTHONY, RUTHERFORD, SUZZETTE, BAGAYBAGAYAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.