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Home > Retirement Planners > connecticut > cheshire > SPRINGBOARD ASSET MANAGEMENT LLC
SPRINGBOARD ASSET MANAGEMENT LLC
355 Highland Avenue
Suite 201
Cheshire, Connecticut 06410
Tel: 203-651-7110
About SPRINGBOARD ASSET MANAGEMENT LLC
SPRINGBOARD ASSET MANAGEMENT LLC, formally registered with the SEC as SPRINGBOARD ASSET MANAGEMENT LLC. The firm was established in 01/03/2022. They have over 1 offices throughout the country.
SPRINGBOARD ASSET MANAGEMENT LLC is a Cheshire, Connecticut based Financial Planning firm with nearly $109,412,566 assets under management, offering retirement planning & investment advisory services to 357 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 154862 |
| SEC# | 801-122972 |
| Assets Managed by Firm | $109,412,566 |
| No. of Clients | 357 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 357 | $109,412,566 |
| Individuals (other than high net worth individuals) | 60 | $36,296,535 |
| High net worth individuals | 39 | $72,920,997 |
| Charitable organizations | 1 | $195,034 |
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