Overview
Assets Under Management: $227 million
Headquarters: AKRON, OH
High-Net-Worth Clients: 58
Average Client Assets: $2.8 million
Frequently Asked Questions
SPRINGSIDE PARTNERS 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 #172934), SPRINGSIDE PARTNERS LLC is subject to fiduciary duty under federal law.
SPRINGSIDE PARTNERS LLC is headquartered in AKRON, OH.
SPRINGSIDE PARTNERS LLC serves 58 high-net-worth clients according to their SEC filing dated October 19, 2018. View client details ↓
According to their SEC Form ADV, SPRINGSIDE PARTNERS LLC offers portfolio management for individuals. View all service details ↓
SPRINGSIDE PARTNERS LLC manages $227 million in client assets according to their SEC filing dated October 19, 2018.
According to their SEC Form ADV, SPRINGSIDE PARTNERS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.28%
Average Client Assets: $2.8 million
Total Client Accounts: 614
Discretionary Accounts: 568
Non-Discretionary Accounts: 46
Regulatory Filings
CRD Number: 172934
Filing ID: 1244893
Last Filing Date: 2018-10-19 11:49:00