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| Rutherford Asset Planning Inc
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|
|---|---|
| CRD # | 128036 |
| SEC # | 801-62324 |
| CIK # | |
| AUM | $159.2 MM (2023-01-05) |
| Employees | 5 (20% Investors, 0% Brokers) |
| Phone | 813-343-4501 |
| Address | 14105 Stilton Street Tampa, FL 33626 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 36 | 10.9 |
| (b) Individuals (high net worth individuals) | 45 | 148.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 285 | 159.2 |
| By Discretionary | ||
| Discretionary | 285 | 159.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 285 | 159.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 159.2 | |
| Total | 285 | 159.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Chesapeake Investment Management LLC
✚
|
VA | 0.2 |
|
Sheridan Capital Management LLC
✚
|
CA | 0.2 |
|
Bright Angel Advisors LLC
✚
|
MN | 0.2 |
|
Brown Wealth Management LLC
✚
|
IL | 0.2 |
|
Chancellor Financial Group LP
✚
|
PA | 0.2 |
|
Capital Advisory Group Inc
✚
|
TX | 0.2 |
|
Royal Capital Wealth Management LLC
✚
|
IN | 0.2 |
|
AHL Investment Management Inc
✚
|
FL | 0.2 |
|
Zimmermann Alan L
✚
|
FL | 0.2 |
|
Wynn Capital LLC
✚
|
GA | 0.2 |