STRATEGIC BLUEPRINT, LLC

2200 Century Parkway
Suite 500
Atlanta, Georgia 30345
Tel: 678-954-4130

About STRATEGIC BLUEPRINT, LLC

STRATEGIC BLUEPRINT, LLC, formally registered with the SEC as STRATEGIC BLUEPRINT, LLC. The firm was established in 10/28/2016. They have over 28 offices throughout the country.

STRATEGIC BLUEPRINT, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $2,172,777,143 assets under management, offering retirement planning & investment advisory services to 8013 clients. The firm is staffed with 56 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	284840
SEC#	801-108531
Assets Managed by Firm	$2,172,777,143
No. of Clients	8013
No. of Advisors	56

Fee Structure

A percentage of AUM
Hourly charges
Subscription fees
Fixed fees
Other (FAMILY OFFICE FEES, ENDORSEMENTS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops
Other (FAMILY OFFICE SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	8013	$2,172,777,143
Individuals (other than high net worth individuals)	2524	$787,651,809
High net worth individuals	778	$1,367,041,069
Pension and profit sharing plans	4	$3,893,077
Charitable organizations	12	$801,372
Corporations or other businesses	28	$13,389,816

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