BLUEPRINT INVESTING LLC

One Sansome Street
35th Floor
San Francisco, California 94104
Tel: 415-963-9815

About BLUEPRINT INVESTING LLC

BLUEPRINT INVESTING LLC, formally registered with the SEC as BLUEPRINT INVESTING LLC. The firm was established in 06/02/2021. They have over 2 offices throughout the country.

BLUEPRINT INVESTING LLC is a San Francisco, California based Financial Planning firm with nearly $346,629,237 assets under management, offering retirement planning & investment advisory services to 255 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	151422
SEC#	801-121378
Assets Managed by Firm	$346,629,237
No. of Clients	255
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	255	$346,629,237
Individuals (other than high net worth individuals)	Fewer than 5 clients	$894,544
High net worth individuals	40	$345,734,693

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