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SPRINGBOARD ASSET MANAGEMENT LLC
CRD 154862 · SEC 801-122972
355 HIGHLAND AVENUE, SUITE 201, CHESHIRE, CT, 06410, United States
Phone
203-651-7110
Fax
203-651-7110
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$136.8M
Discretionary AUM
$136.8M
Team
2 total employees; 2 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 59 | $46.2M |
| High net worth individuals | 38 | $90.3M |
| Charitable organizations | 1 | $334K |
States served
NH, CT
All web addresses on file
Official SEC filing: View on IAPD