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ROBERT BISHOP FINANCIAL PLANNING & SERVICES
Robert Bishop founded ROBERT BISHOP FINANCIAL PLANNING & SERVICES, a personal financial planning and investment advisory firm for individual clients.
ROBERT BISHOP FINANCIAL PLANNING & SERVICES
ROBERT BISHOP FINANCIAL PLANNING & SERVICES is an SEC-registered investment adviser in Tampa, FL. The firm manages approximately $9 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Principals
Robert Bishop
Founder
Frequently asked questions
Who runs investment decisions at ROBERT BISHOP FINANCIAL PLANNING & SERVICES?
Robert Bishop is the named founder and likely oversees investment and planning decisions. No publicly available sources detail a committee or additional advisors.
How does the firm source proprietary deal flow?
As a personal financial planning practice, the firm does not pursue proprietary deal flow. It offers retail investment management and planning services using standard market instruments.
Is the firm structured as a family office or a traditional RIA?
It operates as a traditional registered investment advisor serving individual clients, not a family office. The name indicates financial planning and services, not family office structures.
What services does the firm offer?
The firm provides financial planning, investment management, retirement planning, and insurance strategies. It targets individual consumers rather than institutions.
What is the firm's geographic footprint?
No office locations are publicly disclosed. The firm name does not suggest a specific geography, and no addresses are available.
Does the firm maintain philanthropic structures?
No philanthropic entities or foundations are publicly associated with the firm or its founder.
What investment stages does the firm typically target?
The firm does not engage in venture or private equity stage investing. Its investment activities are limited to public market instruments within personal accounts.
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