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Keith Anthony Amburgey

RUTHERFORD ASSET PLANNING, INC.·TAMPA, Florida
Unclaimed Profile
14105 STILTON STREET, TAMPA, FL 33626CRD# 2313912Firm CRD# 128036
01

About

Keith Anthony Amburgey is a registered financial advisor based in TAMPA, Florida, affiliated with RUTHERFORD ASSET PLANNING, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
RUTHERFORD ASSET PLANNING, INC.
RUTHERFORD ASSET PLANNING, INC.
AUM
$154M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at RUTHERFORD ASSET PLANNING, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2313912
Firm CRD# 128036
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Keith Anthony Amburgey offer?
Keith Anthony Amburgey specializes in Financial Planning, Investment Management. Contact their office in TAMPA, Florida for a consultation.
What are Keith Anthony Amburgey's credentials?
Keith Anthony Amburgey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Keith Anthony Amburgey located?
Keith Anthony Amburgey is based in TAMPA, Florida, working with RUTHERFORD ASSET PLANNING, INC.. Their office serves clients in the TAMPA metropolitan area and surrounding communities.
How does Keith Anthony Amburgey charge for services?
Keith Anthony Amburgey's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RUTHERFORD ASSET PLANNING, INC.?
RUTHERFORD ASSET PLANNING, INC. has approximately 2 employees and manages $154M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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