CRD: 323793
Springboard Financial Services
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-03-2023
- Office Locations
- 1
Office Locations
About Springboard Financial Services
Springboard Financial Services is a retail-focused RIA based in Black Mountain, NC, providing financial planning with tax and estate planning guidance, insurance support, and portfolio construction. The firm emphasizes active, risk-managed asset allocation and primarily implements client portfolios with ETFs in SMAs, with custody available through platforms such as Altruist.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
Warren Kendall Overman Jr.
Chief Compliance Officer, Financial Advisor, Managing Member, PRINCIPAL
- CRD
- #7653361
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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