355 Highland Avenue
Suite 201
Cheshire, Connecticut 06410
Tel: 203-651-7110
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$172,101,281,944 | 15 | 2872 | |
$171,751,270,410 | 133 | 1196 | |
$132,541,536,421 | 294 | 573 | |
$110,207,824,026 | 170 | 296 | |
$107,251,821,000 | 4 | 524 |
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