Springboard Planning & Advisory Group, Inc. is an adviser based in Newport Beach. It manages $17.86 million of regulatory assets for 219 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of California.
Springboard Planning & Advisory Group provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Springboard Planning & Advisory Group, Inc. is $17.86 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -78% 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 Planning & Advisory Group, Inc. for their services and products based on a percentage of assets under management 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.
Jeremie Daniel Mckee joined the executive team most recently as the President & Chief Compliance Officer.
The principal office where Springboard Planning & Advisory Group, Inc. 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 949-266-9623. 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.springboardfinancial.com.