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.
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 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. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Jonathan Mckee Hansen has been acting as President since 1 Mar 2001. David Michael Giunta joined the executive team most recently as the President.
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.