Springboard Capital Management (Newport Beach)

Name: Springboard Capital Management
Address: 610 Newport Center Drive, Newport Beach, CA, 92660
Telephone: 949-720-9960

Springboard Capital Management is a large advisory firm based in Newport Beach. It manages $79.59 million of regulatory assets for 863 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California and Indiana.

Springboard Capital Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and security ratings or pricing services. It prepares financial plans for approximately 1,000 clients. On top of advisory services, the firm doesn't engage in other business activities.

Springboard Capital Management: assets under management

The assets under management (AUM) of Springboard Capital Management is $79.59 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $79.59 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $92.23 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Springboard Capital Management for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Springboard Capital Management

Jonathan Mckee Hansen has been acting as President since 1 Mar 2001. David Michael Giunta joined the executive team most recently as the President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jonathan Mckee Hansen	President	1 Mar 2001	75% - 100%	2277769
Ronald Duane Dunham	Chairman of the board	1 Mar 2001	Other	1159526
Springboard Capital Corp	Owner	1 Jul 2001	75% - 100%	33-0899960
David Michael Giunta	President	1 May 2003	Other	2551172

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Ronald Duane Dunham	Chairman of the board	1 Mar 2000	25% - 50%	1159526
Jonathan Mckee Hansen	Ceo	1 Mar 2000	25% - 50%	2277769

Based in Newport Beach

The principal office where Springboard Capital Management performs its advisory services is located at 610 Newport Center Drive, Newport Beach, CA 92660 The mailing address of the firm is 610 Newport Center Drive, Newport Beach, CA 92660. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 949-720-9960 or by fax 949-759-7068. The normal business hours are 8:30 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at www.springboardyourwealth.com.