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Building 2BLUEPRINT WEALTH ALLIANCE, LLC

Map pinGARDEN CITY, NY
Phone800-894-5122
NotebookSEC #801-108024
Total AUM
$80.3M
Employees
4
Clients
181

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
600 OLD COUNTRY ROAD
SUITE 305
GARDEN CITY
NY 11530
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
800-894-5122

ReceiptFinancials

Total AUM
$80.3M
Accounts
393
Discretionary
$80.3M
Accounts
393
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
144
AUM
$36.8M
HNW Individual Clients
34
AUM
$43.1M
Pension/Profit Sharing Plan Clients
2
AUM
$242.9K
Corporation or Business Clients
1
AUM
$180.9K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMANHNJNYTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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