SPRINGBOARD PLANNING AND ADVISORY GROUP, INC.
Legal name: SPRING BOARD PLANNING AND ADVISORY GROUP, INC.
CRD #113811 SEC #801-60435 IRVINE, CA 800-239-6053
SEC Registered Broker-Dealer
Total AUM
$35M
Discretionary
$35M
Employees
5
Clients
0
Accounts
105
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2006 | $17.9M | $17.9M | $0 | -- | -- |
| Apr 2004 | $79.6M | $79.6M | $0 | -- | -- |
| Apr 2002 | $35M | $35M | $0 | 5 | -- |
| Jul 2001 | $0 | $0 | $0 | 5 | -- |
DateMar 2006
Total AUM$17.9M
Discretionary$17.9M
Non-Disc.$0
Employees--
Clients--
DateApr 2004
Total AUM$79.6M
Discretionary$79.6M
Non-Disc.$0
Employees--
Clients--
DateApr 2002
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees5
Clients--
DateJul 2001
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--