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).
Total Assets Under Management38MILLION
Total Number of Accounts292ACCOUNTS
Average Account Value$130,172
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Rebecca Green (CRD# 3092319) is an Investment Advisor Representative working at Springboard Asset Management LLC in Milford, CT and has over 18 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.