Springboard Asset Management LLC

Springboard Asset Management LLC (CRD# 154862) is a financial advisory firm headquartered in Cheshire, CT. They manage $38,010,350 in 292 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    292
    ACCOUNTS
  • Average Account Value
    $130,172
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Springboard Asset Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Rebecca D. Green
CRD#: 3092319
440 Wheelers Farms Road, Suite 303, Milford, CT 06460
96
Wealthminder
score

Rebecca Green (CRD# 3092319) is an Investment Advisor Representative working at Springboard Asset Management LLC in Milford, CT and has over 17 years of experience in the finance industry. Rebecca Green has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Charles M. Green
CRD#: 2726777
98 Elm Street, Suite 2, Cheshire, CT 06410
86
Wealthminder
score

Charles Green (CRD# 2726777) is an Investment Advisor Representative working at Springboard Asset Management LLC in Cheshire, CT and has over 20 years of experience in the finance industry. Charles Green has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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