CRD: 154862
Springboard Asset Management LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-17-2010
- Office Locations
- 1
Office Locations
About Springboard Asset Management LLC
Springboard Asset Management is a fee-only, CFP professional-led advisory firm providing personally crafted financial planning and discretionary portfolio management for individuals and families. The team emphasizes conflict-minimizing advice, with services spanning investment planning, portfolio construction, and planning areas such as tax, estate, and insurance. Portfolios commonly use ETFs alongside individual equities and are custodied at Schwab.
Team overview
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Asset Classes
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
REBECCA DEWEY GREEN
Principal
- CRD
- #3092319
- Ownership
- 50% but less than 75%
CHARLES MORTON GREEN III
Chief Compliance Officer, Principal
- CRD
- #2726777
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $136,788,247 | $403,505 |
| Non-Discretionary | $0 | -- |
| Total | $136,788,247 | $403,505 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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