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STRATEGIC BLUEPRINT, LLC
ATLANTA, GA
678-954-4130
SEC #801-108531Total AUM
$2.5B
Employees
56Clients
3,506Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2200 CENTURY PARKWAY
SUITE 500
ATLANTA
GA 30345
United States
SUITE 500
ATLANTA
GA 30345
United States
Operating Hours
8:30-5:30
Monday - Friday
Monday - Friday
Phone
678-954-4130
Other Offices
26
Financials
Total AUM
$2.5B
Accounts
8,462Discretionary
$2.5B
Accounts
8,411Non-Discretionary
$12.6M
Accounts
51
Clients
Individual Clients
2,432AUM
$758.3M
HNW Individual Clients
906AUM
$1.7B
Pension/Profit Sharing Plan Clients
106AUM
$28.2M
Charitable Organization Clients
17AUM
$1.8M
Corporation or Business Clients
45AUM
$14M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
FAMILY OFFICE SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Subscription Fee
Other Compensation
FAMILY OFFICE FEES, ENDORSEMENTS
Compliance
Disclosures
SRO Rule Violation
State Registrations
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Affiliates
Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.