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Building 2BLUEPRINT FINANCIAL ADVISORS

Map pinCHARLOTTE, NC
Phone844-200-2568
NotebookSEC #801-121848
Total AUM
$966.6M
Employees
35
Clients
1,913

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1100 KENILWORTH AVE
SUITE 210
CHARLOTTE
NC 28204
United States
Operating Hours
8:30-5:00
Monday - Friday
Phone
844-200-2568
Other Offices
17

ReceiptFinancials

Total AUM
$966.6M
Accounts
1,913
Discretionary
$933.8M
Accounts
1,751
Non-Discretionary
$32.8M
Accounts
162

ContactClients

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Individual Clients
1,852
AUM
$631.6M
HNW Individual Clients
31
AUM
$300.8M
Corporation or Business Clients
30
AUM
$34.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
AZCOCTFLGAIDILINKYMAMINCNHNVPASCTXUTVAVTWI

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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