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Building 2BLUEPRINT PARTNERS LLC

Map pinTRAVERSE CITY, MI
Phone(231) 668-4147
NotebookSEC #801-120502
Total AUM
$292.9M
Employees
4
Clients
337

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10238 E CHERRY BEND RD
TRAVERSE CITY
MI 49684
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
(231) 668-4147

ReceiptFinancials

Total AUM
$292.9M
Accounts
337
Discretionary
$0
Accounts
0
Non-Discretionary
$292.9M
Accounts
337

ContactClients

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Individual Clients
231
AUM
$44.3M
HNW Individual Clients
93
AUM
$234.4M
Pension/Profit Sharing Plan Clients
13
AUM
$14.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
MIOH

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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