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SPRINGBOARD ASSET MANAGEMENT LLC
SPRINGBOARD ASSET MANAGEMENT LLC
CHESHIRE, Connecticut
·
2 registered advisors
·
CRD# 154862
SEC# 801-122972
0
203-651-7110
01
Firm Overview
AUM
$109M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at SPRINGBOARD ASSET MANAGEMENT LLC
2 registered advisors
Charles Morton Green
CHESHIRE, Connecticut
CRD# 2726777
Rebecca Dewey Green
CHESHIRE, Connecticut
CRD# 3092319
05
Office Locations
CHESHIRE, Connecticut
2 advisors
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Data sourced from SEC Form ADV filings. SPRINGBOARD ASSET MANAGEMENT LLC (CRD# 154862) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.