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SPRINGBOARD ASSET MANAGEMENT LLC

355 Highland Avenue
Suite 201
Cheshire, Connecticut 06410
Tel: 203-651-7110

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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 StatusApproved
Firm CRD#154862
SEC#801-122972
Assets Managed by Firm$109,412,566
No. of Clients357
No. of Advisors2

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 ClientsAUM
Firm Total357$109,412,566
Individuals (other than high net worth individuals)60$36,296,535
High net worth individuals39$72,920,997
Charitable organizations1$195,034

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