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Building 2BLUEPRINT INVESTMENT PARTNERS LLC

Map pinGREENSBORO, NC
Phone336-609-7522
NotebookSEC #801-108069
Total AUM
$1.9B
Employees
9
Clients
14

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1175 REVOLUTION MILL DR.
SUITE 2
GREENSBORO
NC 27405
United States
Operating Hours
8:30 A.M.-5:00 P.M.
Monday - Friday
Phone
336-609-7522
Other Offices
1

ReceiptFinancials

Total AUM
$1.9B
Accounts
18
Discretionary
$1.7B
Accounts
14
Non-Discretionary
$122.2M
Accounts
4

ContactClients

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Investment Company Clients
2
AUM
$369.1M
Investment Advisor Clients
12
AUM
$1.5B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCNJTX

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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