Springboard Asset Management LLC

Springboard Asset Management LLC (CRD# 154862) is a financial advisory firm headquartered in Cheshire, CT. They manage $109,412,566 in 357 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    109
    MILLION
  • Total Number of Accounts
    357
    ACCOUNTS
  • Average Account Value
    $306,478
Compensation Options
  • A percentage of assets under your management
  • 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
The map below shows states where this firm has explicit registration only.

CT, NH

Financial Advisors at Springboard Asset Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Charles M. Green
CRD#: 2726777
355 Highland Avenue, Suite 201, Cheshire, CT 06410
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 putclients' interests first and comply with the Financial Planning Practice Standards.
2
Rebecca D. Green
CRD#: 3092319
355 Highland Avenue, Suite 201, Cheshire, CT 06410

Rebecca Green (CRD# 3092319) is an Investment Advisor Representative working at Springboard Asset Management LLC in Cheshire, CT and has over 24 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.

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