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Building 2SPRINGBOARD ASSET MANAGEMENT LLC

Map pinCHESHIRE, CT
Phone203-651-7110
NotebookSEC #801-122972
Total AUM
$136.8M
Employees
2
Clients
98

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
355 HIGHLAND AVENUE
SUITE 201
CHESHIRE
CT 06410
United States
Operating Hours
9:00 - 5:00
Monday - Friday
Phone
203-651-7110

ReceiptFinancials

Total AUM
$136.8M
Accounts
339
Discretionary
$136.8M
Accounts
339
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
59
AUM
$46.2M
HNW Individual Clients
38
AUM
$90.3M
Charitable Organization Clients
1
AUM
$334.1K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTNH

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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