Rutherford Asset Planning, Inc.

Rutherford Asset Planning, Inc. (CRD# 128036) is a financial advisory firm headquartered in Tampa, FL. They manage $154,120,625 in 261 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
14105 Stilton Street, Tampa, FL 33626
http://www.rutherfordasset.com
By the Numbers
  • Total Assets Under Management
    154
    MILLION
  • Total Number of Accounts
    261
    ACCOUNTS
  • Average Account Value
    $590,500
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NY

Financial Advisors at Rutherford Asset Planning, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Keith Amburgey, financial advisor Tampa FL
Keith A. Amburgey
CRD#: 2313912
14105 Stilton Street, Tampa, FL 33626

Keith Amburgey (CRD# 2313912) is an Investment Advisor Representative working at Rutherford Asset Planning, Inc. in Tampa, FL and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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