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Rebecca Dewey Green

SPRINGBOARD ASSET MANAGEMENT LLC·CHESHIRE, Connecticut
Unclaimed Profile
355 HIGHLAND AVENUE, CHESHIRE, CT 06410CRD# 3092319Firm CRD# 154862
01

About

Rebecca Dewey Green is a registered financial advisor based in CHESHIRE, Connecticut, affiliated with SPRINGBOARD ASSET MANAGEMENT LLC. 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
SPRINGBOARD ASSET MANAGEMENT LLC
SPRINGBOARD ASSET MANAGEMENT LLC
AUM
$109M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at SPRINGBOARD ASSET MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 3092319
Firm CRD# 154862
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Rebecca Dewey Green offer?
Rebecca Dewey Green specializes in Financial Planning, Investment Management. Contact their office in CHESHIRE, Connecticut for a consultation.
What are Rebecca Dewey Green's credentials?
Rebecca Dewey Green is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rebecca Dewey Green located?
Rebecca Dewey Green is based in CHESHIRE, Connecticut, working with SPRINGBOARD ASSET MANAGEMENT LLC. Their office serves clients in the CHESHIRE metropolitan area and surrounding communities.
How does Rebecca Dewey Green charge for services?
Rebecca Dewey Green'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 SPRINGBOARD ASSET MANAGEMENT LLC?
SPRINGBOARD ASSET MANAGEMENT LLC has approximately 2 employees and manages $109M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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