Overview
Assets Under Management: $137 million
Headquarters: CHESHIRE, CT
High-Net-Worth Clients: 38
Average Client Assets: $2.4 million
Frequently Asked Questions
SPRINGBOARD ASSET MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #154862), SPRINGBOARD ASSET MANAGEMENT LLC is subject to fiduciary duty under federal law.
SPRINGBOARD ASSET MANAGEMENT LLC is headquartered in CHESHIRE, CT.
SPRINGBOARD ASSET MANAGEMENT LLC serves 38 high-net-worth clients according to their SEC filing dated March 19, 2026. View client details ↓
According to their SEC Form ADV, SPRINGBOARD ASSET MANAGEMENT LLC offers financial planning and portfolio management for individuals. View all service details ↓
SPRINGBOARD ASSET MANAGEMENT LLC manages $137 million in client assets according to their SEC filing dated March 19, 2026.
According to their SEC Form ADV, SPRINGBOARD ASSET MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.01%
Average Client Assets: $2.4 million
Total Client Accounts: 339
Discretionary Accounts: 339
Regulatory Filings
CRD Number: 154862
Filing ID: 2075676
Last Filing Date: 2026-03-19 11:53:16